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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 | $78,181 | $37,156+110.4% | $83,854-6.8% | $86,983-10.1% |
| Participation rate | 85.7% | 49.1%+36.7pp | 59.1%+26.6pp | 69.5%+16.2pp |
| Annual return | 11.43% | 29.88%-18.4pp | 31.39%-20.0pp | 25.83%-14.4pp |
| Employer contribution / active EE | $1,224 | $661+85.3% | $1,017+20.4% | $2,584-52.6% |
| Participant deferral / active EE | $1,346 | $1,418-5.1% | $2,035-33.9% | $4,194-67.9% |
| Admin fee / account holder | $12,102 | $2,510+382.2% | $3,197+278.6% | $7,856+54.0% |