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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 | $45,146 | $103,008-56.2% | $90,304-50.0% | $152,897-70.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 5.63% | 95.22%-89.6pp | 78.13%-72.5pp | 345.43%-339.8pp |
| Employer contribution / active EE | $3,194 | $3,139+1.8% | $2,855+11.9% | $4,764-32.9% |
| Participant deferral / active EE | $7,106 | $4,281+66.0% | $3,885+82.9% | $5,851+21.5% |
| Admin fee / account holder | $1,836 | $6,175-70.3% | $5,354-65.7% | $11,599-84.2% |