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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 | $32,404 | $103,164-68.6% | $90,259-64.1% | $154,746-79.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 6.73% | 19.25%-12.5pp | 18.88%-12.1pp | 172.34%-165.6pp |
| Employer contribution / active EE | $2,694 | $2,532+6.4% | $2,291+17.6% | $4,379-38.5% |
| Participant deferral / active EE | $8,597 | $4,422+94.4% | $3,827+124.7% | $6,730+27.7% |
| Admin fee / account holder | $95,979 | $8,593+1016.9% | $7,267+1220.7% | $14,365+568.1% |