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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 | $46,808 | $79,449-41.1% | $189,597-75.3% | $85,851-45.5% |
| Participation rate | 80.9% | 66.0%+14.9pp | 78.4%+2.4pp | 69.3%+11.5pp |
| Annual return | 9.96% | 18.45%-8.5pp | 64.20%-54.2pp | 318.63%-308.7pp |
| Employer contribution / active EE | $1,306 | $2,081-37.3% | $4,412-70.4% | $2,565-49.1% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,710 | $5,377+6.2% | $9,807-41.8% | $6,261-8.8% |