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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 | $88,857 | $95,453-6.9% | $112,040-20.7% | $82,448+7.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 3.89% | 23.92%-20.0pp | 24.52%-20.6pp | 41.64%-37.7pp |
| Employer contribution / active EE | $8,348 | $2,318+260.2% | $2,954+182.6% | $2,551+227.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,171 | $9,013-20.4% | $12,098-40.7% | $7,234-0.9% |