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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 | $59,937 | $152,619-60.7% | $125,195-52.1% | $152,909-60.8% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 3.48% | 54.85%-51.4pp | 43.79%-40.3pp | 345.46%-342.0pp |
| Employer contribution / active EE | $1,817 | $4,947-63.3% | $3,866-53.0% | $4,764-61.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $614 | $13,437-95.4% | $9,704-93.7% | $11,601-94.7% |