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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 | $34,020 | $201,372-83.1% | $184,260-81.5% | $145,884-76.7% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 1.57% | 29.04%-27.5pp | 28.84%-27.3pp | 551.85%-550.3pp |
| Employer contribution / active EE | $2,182 | $7,024-68.9% | $6,427-66.1% | $4,662-53.2% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,130 | $16,362-80.9% | $13,898-77.5% | $13,392-76.6% |