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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 | $69,786 | $74,535-6.4% | $100,712-30.7% | $82,637-15.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 6.75% | 18.92%-12.2pp | 33.27%-26.5pp | 53.51%-46.8pp |
| Employer contribution / active EE | $4,919 | $1,503+227.4% | $2,313+112.7% | $2,552+92.8% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,365 | $6,576+42.4% | $9,256+1.2% | $7,339+27.6% |