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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 | $36,012 | $106,267-66.1% | $96,520-62.7% | $139,456-74.2% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 6.21% | 38.45%-32.2pp | 35.72%-29.5pp | 373.45%-367.2pp |
| Employer contribution / active EE | $4,167 | $4,105+1.5% | $3,739+11.4% | $4,753-12.3% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $334 | $7,882-95.8% | $6,733-95.0% | $11,407-97.1% |