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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 | $60,201 | $78,705-23.5% | $117,860-48.9% | $70,124-14.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 6.85% | 23.30%-16.4pp | 335.10%-328.2pp | 73.14%-66.3pp |
| Employer contribution / active EE | $3,906 | $2,223+75.7% | $3,786+3.2% | $2,342+66.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,450 | $5,065-51.6% | $8,021-69.5% | $4,645-47.3% |