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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 | $48,428 | $57,057-15.1% | $85,009-43.0% | $80,874-40.1% |
| Participation rate | 95.4% | 56.4%+39.0pp | 67.5%+27.9pp | 67.6%+27.8pp |
| Annual return | 7.30% | 21.66%-14.4pp | 66.47%-59.2pp | 35.62%-28.3pp |
| Employer contribution / active EE | $7,296 | $1,799+305.6% | $2,728+167.4% | $2,756+164.8% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,208 | $4,986-35.7% | $6,153-47.9% | $6,935-53.7% |