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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 | $63,776 | $59,440+7.3% | $78,004-18.2% | $82,637-22.8% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 12.19% | 40.24%-28.1pp | 31.07%-18.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $3,395 | $1,750+93.9% | $2,469+37.5% | $2,552+33.0% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,320 | $5,504-39.7% | $7,578-56.2% | $7,339-54.8% |