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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 | $57,140-15.2% | $85,240-43.2% | $80,959-40.2% |
| Participation rate | 95.4% | 56.4%+39.0pp | 67.5%+27.9pp | 67.7%+27.7pp |
| Annual return | 7.30% | 21.71%-14.4pp | 66.75%-59.5pp | 35.67%-28.4pp |
| Employer contribution / active EE | $7,296 | $1,802+304.9% | $2,735+166.7% | $2,757+164.6% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,208 | $4,992-35.7% | $6,165-48.0% | $6,925-53.7% |