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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 | $109,902 | $50,554+117.4% | $67,681+62.4% | $87,485+25.6% |
| Participation rate | 95.0% | 67.7%+27.3pp | 73.7%+21.3pp | 68.9%+26.1pp |
| Annual return | 10.67% | 17.81%-7.1pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $3,742 | $1,988+88.2% | $2,678+39.7% | $2,596+44.1% |
| Participant deferral / active EE | $5,569 | $2,961+88.1% | $3,976+40.1% | $4,274+30.3% |
| Admin fee / account holder | $12,057 | $4,132+191.8% | $6,100+97.7% | $7,775+55.1% |