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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 | $49,663 | $117,895-57.9% | $102,460-51.5% | $145,897-66.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 5.66% | 31.92%-26.3pp | 29.47%-23.8pp | 552.29%-546.6pp |
| Employer contribution / active EE | $3,889 | $3,619+7.5% | $3,025+28.6% | $4,663-16.6% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,229 | $13,353-0.9% | $9,460+39.8% | $13,390-1.2% |