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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 | $96,336 | $138,366-30.4% | $184,185-47.7% | $80,911+19.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 4.05% | 20.02%-16.0pp | 28.81%-24.8pp | 35.63%-31.6pp |
| Employer contribution / active EE | $5,280 | $4,849+8.9% | $6,426-17.8% | $2,756+91.6% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,324 | $10,484-77.8% | $13,909-83.3% | $6,935-66.5% |