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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 | $85,019 | $67,602+25.8% | $82,312+3.3% | $70,126+21.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.32% | 21.57%-14.2pp | 25.88%-18.6pp | 73.15%-65.8pp |
| Employer contribution / active EE | $8,549 | $1,755+387.1% | $2,428+252.0% | $2,343+264.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $528 | $4,512-88.3% | $5,608-90.6% | $4,645-88.6% |