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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 | $78,853 | $67,606+16.6% | $82,313-4.2% | $70,131+12.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -0.63% | 21.57%-22.2pp | 25.88%-26.5pp | 73.14%-73.8pp |
| Employer contribution / active EE | $6,879 | $1,755+292.0% | $2,428+183.3% | $2,342+193.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,438 | $4,512-46.0% | $5,608-56.5% | $4,645-47.5% |