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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 | $70,763 | $83,477-15.2% | $125,175-43.5% | $72,986-3.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 1.31% | 25.78%-24.5pp | 43.79%-42.5pp | 81.01%-79.7pp |
| Employer contribution / active EE | $7,207 | $2,345+207.3% | $3,865+86.4% | $2,440+195.4% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,905 | $5,517-65.5% | $9,702-80.4% | $5,124-62.8% |