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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 | $55,949 | $124,330-55.0% | $109,173-48.8% | $167,536-66.6% |
| Participation rate | 94.4% | 79.5%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 5.17% | 26.04%-20.9pp | 25.75%-20.6pp | 478.82%-473.6pp |
| Employer contribution / active EE | $4,837 | $4,209+14.9% | $3,723+29.9% | $4,8390% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,824 | $7,974-77.1% | $6,755-73.0% | $12,315-85.2% |