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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 | $45,440 | $123,793-63.3% | $177,848-74.5% | $79,856-43.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 5.69% | 22.82%-17.1pp | 48.33%-42.6pp | 31.71%-26.0pp |
| Employer contribution / active EE | $3,029 | $4,095-26.0% | $5,919-48.8% | $2,471+22.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,130 | $7,243-56.8% | $12,431-74.8% | $5,306-41.0% |