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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 | $40,034 | $126,661-68.4% | $113,397-64.7% | $138,895-71.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 6.71% | 25.05%-18.3pp | 23.20%-16.5pp | 145.39%-138.7pp |
| Employer contribution / active EE | $3,547 | $3,456+2.6% | $2,977+19.1% | $4,194-15.4% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,260 | $14,549-63.8% | $11,957-56.0% | $12,562-58.1% |