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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 | $165,079 | $100,194+64.8% | $122,979+34.2% | $86,983+89.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 9.92% | 16.47%-6.6pp | 20.12%-10.2pp | 25.83%-15.9pp |
| Employer contribution / active EE | $1,136 | $2,326-51.1% | $3,062-62.9% | $2,584-56.0% |
| Participant deferral / active EE | $9,356 | $4,133+126.4% | $5,003+87.0% | $4,194+123.1% |
| Admin fee / account holder | $21,322 | $10,148+110.1% | $12,864+65.7% | $7,856+171.4% |