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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 | $28,250 | $181,062-84.4% | $158,223-82.1% | $155,188-81.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 8.24% | 57.39%-49.1pp | 52.09%-43.8pp | 148.84%-140.6pp |
| Employer contribution / active EE | $2,586 | $4,565-43.4% | $4,109-37.1% | $4,248-39.1% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,613 | $18,825-48.9% | $16,047-40.1% | $14,480-33.6% |