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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 | $56,953 | $57,828-1.5% | $117,039-51.3% | $70,126-18.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 8.71% | 17.55%-8.8pp | 18.95%-10.2pp | 73.15%-64.4pp |
| Employer contribution / active EE | $3,210 | $1,816+76.8% | $3,785-15.2% | $2,343+37.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,442 | $3,548-59.4% | $5,974-75.9% | $4,645-69.0% |