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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 | $87,207 | $77,896+12.0% | $134,172-35.0% | $82,448+5.8% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 2.86% | 18.21%-15.4pp | 25.30%-22.4pp | 41.64%-38.8pp |
| Employer contribution / active EE | $8,485 | $2,159+293.0% | $3,420+148.1% | $2,551+232.6% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,699 | $6,336+5.7% | $12,016-44.3% | $7,234-7.4% |