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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 | $68,608 | $80,992-15.3% | $96,534-28.9% | $75,173-8.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 2.89% | 27.05%-24.2pp | 25.88%-23.0pp | 160.72%-157.8pp |
| Employer contribution / active EE | $5,414 | $2,283+137.2% | $2,965+82.6% | $2,671+102.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,930 | $6,717-71.3% | $8,253-76.6% | $5,651-65.8% |