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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 | $75,985 | $117,846-35.5% | $102,434-25.8% | $145,884-47.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 8.47% | 31.90%-23.4pp | 29.46%-21.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $18,669 | $3,615+416.5% | $3,023+517.5% | $4,662+300.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $590 | $13,356-95.6% | $9,462-93.8% | $13,392-95.6% |