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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 | $104,101 | $75,541+37.8% | $152,093-31.6% | $82,637+26.0% |
| Participation rate | 94.9% | 66.5%+28.3pp | 77.8%+17.1pp | 68.1%+26.8pp |
| Annual return | 10.20% | 32.56%-22.4pp | 66.36%-56.2pp | 53.51%-43.3pp |
| Employer contribution / active EE | $9,275 | $2,622+253.7% | $4,175+122.2% | $2,552+263.4% |
| Participant deferral / active EE | $3,478 | $3,206+8.5% | $5,451-36.2% | $4,126-15.7% |
| Admin fee / account holder | $27,175 | $6,405+324.3% | $14,497+87.5% | $7,339+270.3% |