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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 | $68,573-9.9% | $120,368-48.7% | $80,874-23.6% |
| Participation rate | 91.2% | 61.6%+29.6pp | 71.9%+19.3pp | 67.6%+23.5pp |
| Annual return | 9.83% | 23.61%-13.8pp | 107.26%-97.4pp | 35.62%-25.8pp |
| Employer contribution / active EE | $4,412 | $2,052+115.0% | $3,465+27.3% | $2,756+60.1% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,991-100.0% | $4,297-100.0% |
| Admin fee / account holder | $373 | $5,734-93.5% | $9,429-96.0% | $6,935-94.6% |