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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 | $100,970 | $46,599+116.7% | $64,101+57.5% | $75,173+34.3% |
| Participation rate | 90.3% | 65.9%+24.4pp | 72.3%+18.0pp | 67.2%+23.1pp |
| Annual return | 8.32% | 26.06%-17.7pp | 33.72%-25.4pp | 160.72%-152.4pp |
| Employer contribution / active EE | $11,009 | $1,975+457.3% | $2,749+300.5% | $2,671+312.2% |
| Participant deferral / active EE | $2,534 | $2,837-10.7% | $3,881-34.7% | $4,126-38.6% |
| Admin fee / account holder | $4,651 | $2,956+57.4% | $3,070+51.5% | $5,651-17.7% |