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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 | $56,776 | $52,279+8.6% | $89,435-36.5% | $79,856-28.9% |
| Participation rate | 88.9% | 57.5%+31.4pp | 68.0%+20.9pp | 69.6%+19.2pp |
| Annual return | 4.24% | 22.16%-17.9pp | 245.55%-241.3pp | 31.71%-27.5pp |
| Employer contribution / active EE | $4,974 | $1,572+216.5% | $2,587+92.3% | $2,471+101.3% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $982 | $3,356-70.8% | $4,884-79.9% | $5,306-81.5% |