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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 | $55,957 | $89,370-37.4% | $141,197-60.4% | $72,976-23.3% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 0.25% | 111.88%-111.6pp | 71.41%-71.2pp | 81.02%-80.8pp |
| Employer contribution / active EE | $3,277 | $3,115+5.2% | $4,736-30.8% | $2,440+34.3% |
| Participant deferral / active EE | $11,414 | $5,419+110.6% | $6,710+70.1% | $3,608+216.4% |
| Admin fee / account holder | $4,460 | $5,957-25.1% | $10,265-56.5% | $5,124-13.0% |