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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 | $104,098+1.0% | $140,514-25.2% | $94,015+11.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 9.20% | 15.14%-5.9pp | 14.36%-5.2pp | 17.84%-8.6pp |
| Employer contribution / active EE | $1,220 | $2,388-48.9% | $3,378-63.9% | $2,790-56.3% |
| Participant deferral / active EE | $3,890 | $4,033-3.5% | $4,919-20.9% | $4,249-8.4% |
| Admin fee / account holder | $34,178 | $10,439+227.4% | $13,697+149.5% | $8,951+281.8% |