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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 | $53,689 | $84,236-36.3% | $170,439-68.5% | $70,124-23.4% |
| Participation rate | 96.4% | 70.8%+25.5pp | 83.6%+12.8pp | 69.5%+26.8pp |
| Annual return | 10.57% | 23.06%-12.5pp | 205.94%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $5,178 | $3,387+52.9% | $5,433-4.7% | $2,342+121.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,559 | $5,698+15.1% | $13,881-52.8% | $4,645+41.2% |