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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 | $67,009 | $95,406-29.8% | $185,849-63.9% | $85,847-21.9% |
| Participation rate | 88.7% | 68.8%+19.9pp | 81.7%+7.0pp | 69.3%+19.4pp |
| Annual return | 10.90% | 23.59%-12.7pp | 122.10%-111.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $1,718 | $3,314-48.1% | $5,169-66.8% | $2,565-33.0% |
| Participant deferral / active EE | $3,178 | $3,424-7.2% | $5,569-42.9% | $3,952-19.6% |
| Admin fee / account holder | $10,364 | $7,214+43.7% | $16,244-36.2% | $6,261+65.5% |