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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 | $112,968 | $48,284+134.0% | $67,524+67.3% | $80,911+39.6% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.6%+30.7pp |
| Annual return | 11.00% | 18.27%-7.3pp | 3519.41%-3508.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $11,534 | $2,021+470.6% | $2,734+321.9% | $2,756+318.5% |
| Participant deferral / active EE | $3,335 | $2,927+14.0% | $4,001-16.6% | $4,297-22.4% |
| Admin fee / account holder | $3,545 | $3,688-3.9% | $4,001-11.4% | $6,935-48.9% |