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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 | $52,506 | $138,366-62.1% | $184,185-71.5% | $80,911-35.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 5.56% | 20.02%-14.5pp | 28.81%-23.3pp | 35.63%-30.1pp |
| Employer contribution / active EE | $7,471 | $4,849+54.1% | $6,426+16.3% | $2,756+171.1% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,065 | $10,484-51.7% | $13,909-63.6% | $6,935-27.0% |