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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 | $86,919-24.6% | $102,457-36.0% | $80,911-19.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -0.30% | 18.90%-19.2pp | 29.41%-29.7pp | 35.63%-35.9pp |
| Employer contribution / active EE | $10,065 | $2,368+325.0% | $3,022+233.1% | $2,756+265.2% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,688 | $8,049-54.2% | $9,451-61.0% | $6,935-46.8% |