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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 | $70,798 | $141,001-49.8% | $112,228-36.9% | $139,487-49.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.20% | 32.75%-26.6pp | 30.23%-24.0pp | 373.84%-367.6pp |
| Employer contribution / active EE | $4,428 | $4,285+3.3% | $3,432+29.0% | $4,755-6.9% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $27,883 | $9,959+180.0% | $7,752+259.7% | $11,407+144.4% |