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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 | $78,690-34.2% | $161,489-67.9% | $87,485-40.8% |
| Participation rate | 86.6% | 67.5%+19.1pp | 78.7%+7.9pp | 68.9%+17.6pp |
| Annual return | 12.36% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $6,723 | $2,588+159.7% | $4,268+57.5% | $2,596+158.9% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,072 | $6,724-54.3% | $16,006-80.8% | $7,775-60.5% |