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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 | $72,154 | $110,337-34.6% | $102,383-29.5% | $145,877-50.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 5.39% | 24.83%-19.4pp | 24.94%-19.5pp | 551.28%-545.9pp |
| Employer contribution / active EE | $8,914 | $4,216+111.4% | $3,870+130.3% | $4,663+91.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $525 | $9,750-94.6% | $8,391-93.7% | $13,402-96.1% |