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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 | $58,510 | $106,280-44.9% | $96,538-39.4% | $139,487-58.1% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 9.83% | 38.48%-28.7pp | 35.74%-25.9pp | 373.84%-364.0pp |
| Employer contribution / active EE | $5,327 | $4,107+29.7% | $3,740+42.4% | $4,755+12.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $598 | $7,888-92.4% | $6,737-91.1% | $11,407-94.8% |