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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 | $77,985 | $142,972-45.5% | $214,702-63.7% | $86,983-10.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 2.42% | 18.49%-16.1pp | 54.55%-52.1pp | 25.83%-23.4pp |
| Employer contribution / active EE | $6,193 | $4,635+33.6% | $6,461-4.1% | $2,584+139.6% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,588 | $17,617-74.0% | $19,830-76.9% | $7,856-41.6% |