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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 | $73,554 | $197,637-62.8% | $177,848-58.6% | $158,982-53.7% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 3.24% | 58.77%-55.5pp | 48.33%-45.1pp | 302.99%-299.7pp |
| Employer contribution / active EE | $4,737 | $6,698-29.3% | $5,919-20.0% | $4,763-0.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,469 | $15,406+65.3% | $12,431+104.9% | $11,252+126.4% |