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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 | $75,416 | $55,713+35.4% | $75,901-0.6% | $72,975+3.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 3.07% | 27.60%-24.5pp | 30.76%-27.7pp | 81.01%-77.9pp |
| Employer contribution / active EE | $13,616 | $1,687+707.1% | $2,501+444.4% | $2,440+458.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,103 | $3,980+78.4% | $5,420+31.0% | $5,124+38.6% |