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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 | $51,809 | $76,407-32.2% | $150,298-65.5% | $82,448-37.2% |
| Participation rate | 86.6% | 66.4%+20.2pp | 77.8%+8.8pp | 68.1%+18.5pp |
| Annual return | 12.36% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $6,723 | $2,614+157.2% | $4,154+61.8% | $2,551+163.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,072 | $6,352-51.6% | $14,116-78.2% | $7,234-57.5% |