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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 | $86,940-35.5% | $102,434-45.2% | $80,935-30.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 6.36% | 18.89%-12.5pp | 29.46%-23.1pp | 35.66%-29.3pp |
| Employer contribution / active EE | $6,452 | $2,370+172.3% | $3,023+113.4% | $2,757+134.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,004 | $8,047-37.8% | $9,462-47.1% | $6,924-27.7% |