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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 | $58,529 | $55,902+4.7% | $76,030-23.0% | $80,959-27.7% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 8.74% | 20.59%-11.9pp | 361.54%-352.8pp | 35.67%-26.9pp |
| Employer contribution / active EE | $4,020 | $1,867+115.4% | $2,688+49.6% | $2,757+45.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,348 | $5,239-17.0% | $6,421-32.3% | $6,925-37.2% |