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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 | $75,165 | $123,793-39.3% | $177,848-57.7% | $79,856-5.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 4.64% | 22.82%-18.2pp | 48.33%-43.7pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,778 | $4,095-56.6% | $5,919-70.0% | $2,471-28.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,399 | $7,243-80.7% | $12,431-88.7% | $5,306-73.6% |