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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 | $70,334 | $78,425-10.3% | $95,956-26.7% | $79,858-11.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.86% | 19.37%-10.5pp | 91.63%-82.8pp | 31.72%-22.9pp |
| Employer contribution / active EE | $3,067 | $1,945+57.7% | $2,541+20.7% | $2,471+24.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,885 | $5,622-13.1% | $6,797-28.1% | $5,306-7.9% |