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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 | $56,138 | $43,075+30.3% | $74,577-24.7% | $62,881-10.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 3.80% | 17.50%-13.7pp | 20.47%-16.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $5,066 | $1,498+238.2% | $2,525+100.6% | $2,281+122.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,327 | $2,840-18.1% | $4,138-43.8% | $4,296-45.8% |