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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 | $61,767 | $68,852-10.3% | $120,524-48.8% | $80,925-23.7% |
| Participation rate | 91.2% | 61.6%+29.5pp | 71.9%+19.2pp | 67.7%+23.5pp |
| Annual return | 9.83% | 23.67%-13.8pp | 107.36%-97.5pp | 35.65%-25.8pp |
| Employer contribution / active EE | $4,412 | $2,063+113.8% | $3,469+27.2% | $2,756+60.1% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $373 | $5,781-93.5% | $9,440-96.0% | $6,940-94.6% |