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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 | $38,662 | $65,364-40.9% | $92,909-58.4% | $72,975-47.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 5.03% | 42.11%-37.1pp | 109.44%-104.4pp | 81.01%-76.0pp |
| Employer contribution / active EE | $8,376 | $2,594+222.9% | $3,653+129.3% | $2,440+243.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,948 | $4,251+63.4% | $5,795+19.9% | $5,124+35.6% |