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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 | $59,919 | $98,766-39.3% | $149,730-60.0% | $79,852-25.0% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 11.35% | 27.43%-16.1pp | 276.70%-265.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $4,611 | $3,217+43.3% | $4,645-0.7% | $2,471+86.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,501 | $6,052+106.6% | $9,310+34.3% | $5,306+135.6% |