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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 | $70,309 | $102,385-31.3% | $147,080-52.2% | $80,935-13.1% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 10.37% | 135.09%-124.7pp | 420.17%-409.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $4,773 | $3,717+28.4% | $4,933-3.3% | $2,757+73.1% |
| Participant deferral / active EE | $9,959 | $6,651+49.7% | $8,066+23.5% | $4,299+131.6% |
| Admin fee / account holder | $2,487 | $7,951-68.7% | $12,989-80.8% | $6,924-64.1% |