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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 | $56,140 | $101,063-44.5% | $81,473-31.1% | $147,585-62.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 7.63% | 32.41%-24.8pp | 38.78%-31.2pp | 578.58%-571.0pp |
| Employer contribution / active EE | $5,556 | $3,206+73.3% | $2,568+116.3% | $4,876+13.9% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,246 | $5,812-61.4% | $4,561-50.8% | $10,886-79.4% |