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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 | $47,427 | $197,637-76.0% | $177,848-73.3% | $158,982-70.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 1.31% | 58.77%-57.5pp | 48.33%-47.0pp | 302.99%-301.7pp |
| Employer contribution / active EE | $2,327 | $6,698-65.3% | $5,919-60.7% | $4,763-51.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,270 | $15,406-91.8% | $12,431-89.8% | $11,252-88.7% |