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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 | $23,415 | $64,359-63.6% | $90,161-74.0% | $70,124-66.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.23% | 28.13%-17.9pp | 34.89%-24.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $4,168 | $2,046+103.8% | $3,318+25.6% | $2,342+77.9% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,219 | $3,945+57.6% | $5,943+4.6% | $4,645+33.9% |