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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 | $201,344-73.5% | $184,243-71.1% | $145,877-63.5% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 4.37% | 29.01%-24.6pp | 28.82%-24.4pp | 551.28%-546.9pp |
| Employer contribution / active EE | $5,197 | $7,022-26.0% | $6,427-19.1% | $4,663+11.4% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,109 | $16,382-50.5% | $13,914-41.7% | $13,402-39.5% |