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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 | $53,108 | $70,475-24.6% | $100,530-47.2% | $79,858-33.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 3.06% | 21.90%-18.8pp | 30.89%-27.8pp | 31.72%-28.7pp |
| Employer contribution / active EE | $4,598 | $2,165+112.4% | $3,418+34.5% | $2,471+86.1% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $617 | $4,478-86.2% | $8,083-92.4% | $5,306-88.4% |