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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 | $104,616 | $93,598+11.8% | $135,974-23.1% | $75,173+39.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 11.03% | 30.89%-19.9pp | 68.30%-57.3pp | 160.72%-149.7pp |
| Employer contribution / active EE | $11,044 | $3,538+212.2% | $4,859+127.3% | $2,671+313.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,090 | $6,978+187.9% | $10,767+86.6% | $5,651+255.5% |