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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 | $66,646 | $125,797-47.0% | $170,043-60.8% | $75,173-11.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 4.24% | 27.20%-23.0pp | 53.40%-49.2pp | 160.72%-156.5pp |
| Employer contribution / active EE | $3,421 | $4,616-25.9% | $6,790-49.6% | $2,671+28.1% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,787 | $8,177+68.6% | $12,824+7.5% | $5,651+144.0% |