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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 | $53,259 | $201,370-73.6% | $184,256-71.1% | $145,897-63.5% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 4.37% | 29.05%-24.7pp | 28.85%-24.5pp | 552.29%-547.9pp |
| Employer contribution / active EE | $5,197 | $7,024-26.0% | $6,427-19.1% | $4,663+11.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,109 | $16,364-50.4% | $13,899-41.7% | $13,390-39.4% |