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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 | $105,157 | $95,453+10.2% | $112,040-6.1% | $82,448+27.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.20% | 23.92%-14.7pp | 24.52%-15.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,220 | $2,318-47.4% | $2,954-58.7% | $2,551-52.2% |
| Participant deferral / active EE | $3,890 | $4,224-7.9% | $5,098-23.7% | $4,139-6.0% |
| Admin fee / account holder | $34,178 | $9,013+279.2% | $12,098+182.5% | $7,234+372.4% |