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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 | $52,772 | $88,370-40.3% | $112,977-53.3% | $79,858-33.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 4.92% | 23.16%-18.2pp | 24.24%-19.3pp | 31.72%-26.8pp |
| Employer contribution / active EE | $4,909 | $3,398+44.5% | $4,255+15.4% | $2,471+98.7% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,604 | $5,750-19.9% | $6,294-26.9% | $5,306-13.2% |