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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 | $45,909 | $103,966-55.8% | $112,899-59.3% | $75,181-38.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 1.94% | 24.54%-22.6pp | 34.11%-32.2pp | 160.69%-158.7pp |
| Employer contribution / active EE | $4,020 | $3,870+3.9% | $4,566-12.0% | $2,671+50.5% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,516-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,704 | $7,663+26.6% | $7,047+37.7% | $5,650+71.7% |