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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 | $58,057+7.2% | $97,032-35.8% | $86,983-28.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.57% | 22.26%-9.7pp | 35.38%-22.8pp | 25.83%-13.3pp |
| Employer contribution / active EE | $4,139 | $1,663+148.8% | $2,629+57.4% | $2,584+60.1% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,799 | $4,839-0.8% | $9,418-49.0% | $7,856-38.9% |