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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 | $97,550+69.2% | $120,344+37.2% | $87,485+88.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 9.92% | 18.41%-8.5pp | 20.30%-10.4pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,136 | $2,291-50.4% | $3,020-62.4% | $2,596-56.2% |
| Participant deferral / active EE | $9,356 | $4,230+121.2% | $5,135+82.2% | $4,274+118.9% |
| Admin fee / account holder | $21,322 | $9,543+123.4% | $12,742+67.3% | $7,775+174.3% |