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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 | $25,045 | $81,446-69.2% | $103,374-75.8% | $80,874-69.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.24% | 25.57%-18.3pp | 24.89%-17.6pp | 35.62%-28.4pp |
| Employer contribution / active EE | $3,070 | $3,107-1.2% | $3,869-20.7% | $2,756+11.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $513 | $6,715-92.4% | $8,394-93.9% | $6,935-92.6% |