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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 | $50,695 | $124,346-59.2% | $111,306-54.5% | $167,553-69.7% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 8.74% | 37.46%-28.7pp | 54.67%-45.9pp | 478.89%-470.1pp |
| Employer contribution / active EE | $2,727 | $3,438-20.7% | $2,732-0.2% | $4,840-43.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $9,417 | $10,623-11.3% | $7,966+18.2% | $12,316-23.5% |