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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 | $57,058 | $91,559-37.7% | $133,971-57.4% | $79,852-28.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.50% | 61.85%-53.4pp | 45.09%-36.6pp | 31.72%-23.2pp |
| Employer contribution / active EE | $3,656 | $2,384+53.4% | $3,919-6.7% | $2,471+47.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,329 | $6,321+63.4% | $8,929+15.7% | $5,306+94.7% |