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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 | $77,200 | $96,289-19.8% | $213,469-63.8% | $87,485-11.8% |
| Participation rate | 100.0% | 69.6%+30.4pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 11.11% | 17.78%-6.7pp | 20.58%-9.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $4,204 | $3,035+38.5% | $4,994-15.8% | $2,596+61.9% |
| Participant deferral / active EE | $0 | $4,750-100.0% | $6,841-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12,015 | $9,670+24.2% | $27,141-55.7% | $7,775+54.5% |