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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 | $63,624 | $157,304-59.6% | $141,197-54.9% | $152,909-58.4% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 3.25% | 64.34%-61.1pp | 71.41%-68.2pp | 345.46%-342.2pp |
| Employer contribution / active EE | $5,740 | $5,263+9.1% | $4,736+21.2% | $4,764+20.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,195 | $12,126-81.9% | $10,265-78.6% | $11,601-81.1% |