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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,247 | $57,590+8.1% | $86,233-27.8% | $82,448-24.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 12.57% | 22.41%-9.8pp | 61.39%-48.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $4,139 | $1,655+150.0% | $2,504+65.3% | $2,551+62.3% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,799 | $4,730+1.4% | $8,342-42.5% | $7,234-33.7% |