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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 | $106,524-61.5% | $152,301-73.1% | $87,485-53.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 10.69% | 26.89%-16.2pp | 80.50%-69.8pp | 26.06%-15.4pp |
| Employer contribution / active EE | $5,610 | $3,371+66.4% | $4,624+21.3% | $2,596+116.1% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,582 | $8,287+27.7% | $14,398-26.5% | $7,775+36.1% |