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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 | $63,984 | $109,359-41.5% | $162,177-60.5% | $72,975-12.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 5.62% | 25.46%-19.8pp | 115.60%-110.0pp | 81.01%-75.4pp |
| Employer contribution / active EE | $2,326 | $3,907-40.5% | $5,613-58.6% | $2,440-4.7% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,917 | $7,972-63.4% | $10,843-73.1% | $5,124-43.1% |