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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 | $58,821 | $46,599+26.2% | $64,101-8.2% | $75,173-21.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.22% | 26.06%-15.8pp | 33.72%-23.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $4,596 | $1,975+132.7% | $2,749+67.2% | $2,671+72.1% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,118 | $2,956-62.2% | $3,070-63.6% | $5,651-80.2% |