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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 | $60,258 | $148,623-59.5% | $135,974-55.7% | $139,466-56.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 5.50% | 79.30%-73.8pp | 68.30%-62.8pp | 373.66%-368.2pp |
| Employer contribution / active EE | $12,246 | $5,246+133.4% | $4,859+152.0% | $4,754+157.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,743 | $12,406-77.9% | $10,767-74.5% | $11,409-76.0% |