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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 | $59,476 | $87,834-32.3% | $133,979-55.6% | $62,881-5.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | -0.80% | 12.05%-12.9pp | 29.30%-30.1pp | 20.14%-20.9pp |
| Employer contribution / active EE | $3,673 | $3,482+5.5% | $5,211-29.5% | $2,281+61.1% |
| Participant deferral / active EE | $8,211 | $4,812+70.6% | $6,282+30.7% | $3,203+156.3% |
| Admin fee / account holder | $648 | $5,372-87.9% | $9,324-93.1% | $4,296-84.9% |