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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 | $65,419 | $102,245-36.0% | $89,340-26.8% | $137,256-52.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.45% | 21.89%-14.4pp | 20.57%-13.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $4,000 | $2,529+58.2% | $2,231+79.3% | $4,156-3.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $506 | $8,085-93.7% | $6,704-92.4% | $12,270-95.9% |