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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 | $75,962 | $58,627+29.6% | $76,735-1.0% | $82,448-7.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 13.05% | 39.10%-26.1pp | 29.77%-16.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $9,576 | $1,729+453.8% | $2,454+290.2% | $2,551+275.4% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,115 | $5,323+202.8% | $7,189+124.2% | $7,234+122.8% |