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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 | $76,407+36.2% | $150,298-30.7% | $82,448+26.3% |
| Participation rate | 94.9% | 66.4%+28.5pp | 77.8%+17.1pp | 68.1%+26.8pp |
| Annual return | 10.20% | 39.99%-29.8pp | 62.79%-52.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $9,275 | $2,614+254.8% | $4,154+123.3% | $2,551+263.6% |
| Participant deferral / active EE | $3,478 | $3,214+8.2% | $5,453-36.2% | $4,139-16.0% |
| Admin fee / account holder | $27,175 | $6,352+327.8% | $14,116+92.5% | $7,234+275.6% |