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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 | $71,353-8.5% | $92,805-29.7% | $86,983-25.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 11.26% | 44.68%-33.4pp | 31.59%-20.3pp | 25.83%-14.6pp |
| Employer contribution / active EE | $5,999 | $2,468+143.1% | $3,424+75.2% | $2,584+132.1% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $8,448-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,930 | $6,099-19.2% | $10,911-54.8% | $7,856-37.2% |