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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 | $50,799 | $89,367-43.2% | $141,191-64.0% | $72,975-30.4% |
| Participation rate | 96.5% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 10.21% | 111.87%-101.7pp | 71.41%-61.2pp | 81.01%-70.8pp |
| Employer contribution / active EE | $7,928 | $3,115+154.5% | $4,736+67.4% | $2,440+224.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,451 | $5,957-42.1% | $10,264-66.4% | $5,124-32.7% |