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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 | $72,475 | $69,977+3.6% | $108,582-33.3% | $62,881+15.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.02% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $5,461 | $2,135+155.8% | $3,758+45.3% | $2,281+139.4% |
| Participant deferral / active EE | $2,564 | $3,165-19.0% | $4,311-40.5% | $3,203-20.0% |
| Admin fee / account holder | $1,086 | $5,076-78.6% | $7,645-85.8% | $4,296-74.7% |