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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 | $34,050 | $135,956-75.0% | $123,894-72.5% | $273,972-87.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 0.13% | 56.63%-56.5pp | 47.52%-47.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $5,051 | $5,170-2.3% | $4,617+9.4% | $4,869+3.7% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $979 | $9,817-90.0% | $8,357-88.3% | $10,133-90.3% |