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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 | $57,084 | $109,359-47.8% | $162,177-64.8% | $72,975-21.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 11.33% | 25.46%-14.1pp | 115.60%-104.3pp | 81.01%-69.7pp |
| Employer contribution / active EE | $5,933 | $3,907+51.8% | $5,613+5.7% | $2,440+143.1% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,060 | $7,972-61.6% | $10,843-71.8% | $5,124-40.3% |