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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 | $65,270 | $77,358-15.6% | $102,184-36.1% | $87,485-25.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 11.26% | 41.11%-29.8pp | 31.58%-20.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $5,999 | $2,562+134.2% | $3,594+66.9% | $2,596+131.1% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,930 | $6,809-27.6% | $11,609-57.5% | $7,775-36.6% |