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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 | $103,632 | $108,825-4.8% | $156,181-33.6% | $82,448+25.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 3.08% | 20.59%-17.5pp | 64.87%-61.8pp | 41.64%-38.6pp |
| Employer contribution / active EE | $6,585 | $2,870+129.5% | $4,294+53.4% | $2,551+158.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,068 | $9,341-77.9% | $14,586-85.8% | $7,234-71.4% |