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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 | $74,932 | $78,682-4.8% | $109,188-31.4% | $85,851-12.7% |
| Participation rate | 82.4% | 68.3%+14.1pp | 75.9%+6.5pp | 69.3%+13.0pp |
| Annual return | 8.70% | 25.09%-16.4pp | 25.76%-17.1pp | 318.63%-309.9pp |
| Employer contribution / active EE | $5,520 | $2,734+101.9% | $3,723+48.3% | $2,565+115.2% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $913 | $5,470-83.3% | $6,755-86.5% | $6,261-85.4% |