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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 | $30,818 | $81,208-62.1% | $98,920-68.8% | $79,856-61.4% |
| Participation rate | 76.2% | 72.5%+3.7pp | 76.0%+0.2pp | 69.6%+6.5pp |
| Annual return | 6.77% | 60.99%-54.2pp | 196.47%-189.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $4,292 | $1,960+119.0% | $2,689+59.6% | $2,471+73.7% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,485 | $6,013-75.3% | $6,643-77.6% | $5,306-72.0% |