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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 | $64,561 | $223,823-71.2% | $211,142-69.4% | $154,746-58.3% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 8.70% | 50.39%-41.7pp | 46.84%-38.1pp | 172.34%-163.6pp |
| Employer contribution / active EE | $7,770 | $6,787+14.5% | $6,442+20.6% | $4,379+77.4% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,440 | $19,707-87.6% | $19,076-87.2% | $14,365-83.0% |