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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 | $75,463 | $123,793-39.0% | $177,848-57.6% | $79,856-5.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 2.99% | 22.82%-19.8pp | 48.33%-45.3pp | 31.71%-28.7pp |
| Employer contribution / active EE | $3,789 | $4,095-7.5% | $5,919-36.0% | $2,471+53.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,880 | $7,243+22.6% | $12,431-28.6% | $5,306+67.3% |