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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 | $56,108 | $86,919-35.4% | $102,457-45.2% | $80,911-30.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 6.36% | 18.90%-12.5pp | 29.41%-23.0pp | 35.63%-29.3pp |
| Employer contribution / active EE | $6,452 | $2,368+172.4% | $3,022+113.5% | $2,756+134.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,004 | $8,049-37.8% | $9,451-47.1% | $6,935-27.8% |