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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 | $59,208 | $223,823-73.5% | $211,142-72.0% | $154,746-61.7% |
| Participation rate | 79.2% | 87.9%-8.7pp | 87.3%-8.1pp | 80.7%-1.5pp |
| Annual return | 5.56% | 50.39%-44.8pp | 46.84%-41.3pp | 172.34%-166.8pp |
| Employer contribution / active EE | $4,241 | $6,787-37.5% | $6,442-34.2% | $4,379-3.1% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,546 | $19,707-76.9% | $19,076-76.2% | $14,365-68.4% |