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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 | $65,550 | $86,940-24.6% | $102,434-36.0% | $80,935-19.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -0.30% | 18.89%-19.2pp | 29.46%-29.8pp | 35.66%-36.0pp |
| Employer contribution / active EE | $10,065 | $2,370+324.8% | $3,023+232.9% | $2,757+265.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,688 | $8,047-54.2% | $9,462-61.0% | $6,924-46.7% |