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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 | $60,496 | $53,127+13.9% | $86,587-30.1% | $70,131-13.7% |
| Participation rate | 76.4% | 65.3%+11.1pp | 73.5%+2.8pp | 69.5%+6.8pp |
| Annual return | 9.96% | 27.66%-17.7pp | 964.86%-954.9pp | 73.14%-63.2pp |
| Employer contribution / active EE | $3,775 | $2,068+82.5% | $2,839+32.9% | $2,342+61.1% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $992 | $3,585-72.3% | $4,906-79.8% | $4,645-78.6% |