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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 | $47,472 | $76,696-38.1% | $96,515-50.8% | $71,511-33.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 13.11% | 48.32%-35.2pp | 35.73%-22.6pp | 28.86%-15.7pp |
| Employer contribution / active EE | $4,406 | $3,032+45.3% | $3,740+17.8% | $2,589+70.2% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2,663 | $2,030+31.2% | $6,735-60.5% | $1,588+67.7% |