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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 | $97,550+7.8% | $120,344-12.6% | $87,485+20.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 9.20% | 18.41%-9.2pp | 20.30%-11.1pp | 26.06%-16.9pp |
| Employer contribution / active EE | $1,220 | $2,291-46.7% | $3,020-59.6% | $2,596-53.0% |
| Participant deferral / active EE | $3,890 | $4,230-8.0% | $5,135-24.2% | $4,274-9.0% |
| Admin fee / account holder | $34,178 | $9,543+258.2% | $12,742+168.2% | $7,775+339.6% |