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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 | $62,160 | $83,485-25.5% | $125,195-50.3% | $72,976-14.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 3.83% | 25.77%-21.9pp | 43.79%-40.0pp | 81.02%-77.2pp |
| Employer contribution / active EE | $3,571 | $2,346+52.3% | $3,866-7.6% | $2,440+46.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,209 | $5,518-78.1% | $9,704-87.5% | $5,124-76.4% |