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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 | $56,884 | $89,367-36.3% | $141,191-59.7% | $72,975-22.1% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 5.18% | 111.87%-106.7pp | 71.41%-66.2pp | 81.01%-75.8pp |
| Employer contribution / active EE | $3,884 | $3,115+24.7% | $4,736-18.0% | $2,440+59.2% |
| Participant deferral / active EE | $3,302 | $5,419-39.1% | $6,710-50.8% | $3,608-8.5% |
| Admin fee / account holder | $636 | $5,957-89.3% | $10,264-93.8% | $5,124-87.6% |