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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 | $60,620 | $106,749-43.2% | $145,433-58.3% | $82,448-26.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 6.15% | 27.59%-21.4pp | 66.58%-60.4pp | 41.64%-35.5pp |
| Employer contribution / active EE | $5,145 | $3,444+49.4% | $4,554+13.0% | $2,551+101.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,078 | $8,390-87.2% | $13,129-91.8% | $7,234-85.1% |