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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 | $36,833 | $72,492-49.2% | $87,104-57.7% | $72,975-49.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.22% | 24.46%-15.2pp | 28.19%-19.0pp | 81.01%-71.8pp |
| Employer contribution / active EE | $2,600 | $1,894+37.3% | $2,521+3.1% | $2,440+6.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,347 | $5,055-14.0% | $7,491-42.0% | $5,124-15.2% |