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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 | $55,604 | $45,087+23.3% | $69,483-20.0% | $72,976-23.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 2.37% | 22.67%-20.3pp | 28.99%-26.6pp | 81.02%-78.6pp |
| Employer contribution / active EE | $6,321 | $2,055+207.6% | $2,780+127.4% | $2,440+159.1% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,829 | $3,057+156.1% | $3,841+103.8% | $5,124+52.8% |