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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 | $70,961 | $87,132-18.6% | $105,624-32.8% | $80,959-12.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 7.36% | 17.03%-9.7pp | 116.20%-108.8pp | 35.67%-28.3pp |
| Employer contribution / active EE | $4,000 | $2,397+66.9% | $3,168+26.3% | $2,757+45.1% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $732 | $8,449-91.3% | $10,961-93.3% | $6,925-89.4% |