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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 | $40,990 | $107,421-61.8% | $182,262-77.5% | $94,015-56.4% |
| Participation rate | 96.0% | 77.8%+18.2pp | 84.2%+11.8pp | 70.8%+25.2pp |
| Annual return | 10.69% | 21.32%-10.6pp | 140.60%-129.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $5,610 | $3,448+62.7% | $5,046+11.2% | $2,790+101.1% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $10,582 | $8,692+21.7% | $16,712-36.7% | $8,951+18.2% |