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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 | $69,627 | $80,992-14.0% | $96,534-27.9% | $75,173-7.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 3.90% | 27.05%-23.1pp | 25.88%-22.0pp | 160.72%-156.8pp |
| Employer contribution / active EE | $5,069 | $2,283+122.1% | $2,965+70.9% | $2,671+89.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,040 | $6,717+19.7% | $8,253-2.6% | $5,651+42.3% |