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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 | $77,574-10.0% | $108,753-35.8% | $86,983-19.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 6.75% | 18.42%-11.7pp | 37.47%-30.7pp | 25.83%-19.1pp |
| Employer contribution / active EE | $4,919 | $1,611+205.4% | $2,427+102.7% | $2,584+90.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,365 | $6,529+43.4% | $10,320-9.2% | $7,856+19.2% |