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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 | $66,817 | $91,559-27.0% | $133,978-50.1% | $79,856-16.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.82% | 61.85%-61.0pp | 45.10%-44.3pp | 31.71%-30.9pp |
| Employer contribution / active EE | $3,346 | $2,384+40.4% | $3,919-14.6% | $2,471+35.4% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,466 | $6,321+49.7% | $8,930+6.0% | $5,306+78.4% |