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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 | $95,453+72.9% | $112,040+47.3% | $82,448+100.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.92% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,136 | $2,318-51.0% | $2,954-61.5% | $2,551-55.5% |
| Participant deferral / active EE | $9,356 | $4,224+121.5% | $5,098+83.5% | $4,139+126.0% |
| Admin fee / account holder | $21,322 | $9,013+136.6% | $12,098+76.2% | $7,234+194.7% |