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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 | $56,336 | $125,797-55.2% | $170,057-66.9% | $75,177-25.1% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 10.87% | 27.20%-16.3pp | 53.42%-42.5pp | 160.75%-149.9pp |
| Employer contribution / active EE | $3,831 | $4,616-17.0% | $6,790-43.6% | $2,671+43.4% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,021 | $8,177-87.5% | $12,826-92.0% | $5,651-81.9% |