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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 | $62,631 | $73,988-15.3% | $96,538-35.1% | $75,177-16.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 8.73% | 26.73%-18.0pp | 35.74%-27.0pp | 160.75%-152.0pp |
| Employer contribution / active EE | $5,696 | $2,930+94.4% | $3,740+52.3% | $2,671+113.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,846 | $5,220-45.5% | $6,737-57.8% | $5,651-49.6% |