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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 | $164,227 | $77,472+112.0% | $100,415+63.5% | $80,959+102.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 9.96% | 37.26%-27.3pp | 49.47%-39.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,808 | $2,800-35.4% | $3,943-54.2% | $2,757-34.4% |
| Participant deferral / active EE | $3,395 | $6,818-50.2% | $8,091-58.0% | $4,300-21.0% |
| Admin fee / account holder | $16,140 | $5,885+174.3% | $7,906+104.2% | $6,925+133.1% |