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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 | $63,327 | $184,014-65.6% | $161,149-60.7% | $138,895-54.4% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.8%+5.8pp | 79.9%+4.7pp |
| Annual return | 2.47% | 21.52%-19.1pp | 21.16%-18.7pp | 145.39%-142.9pp |
| Employer contribution / active EE | $11,528 | $5,055+128.0% | $4,360+164.4% | $4,194+174.9% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,455 | $18,027-69.7% | $15,194-64.1% | $12,562-56.6% |