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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 | $96,685 | $81,276+19.0% | $155,574-37.9% | $80,925+19.5% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.7pp | 67.7%+26.3pp |
| Annual return | 10.10% | 33.36%-23.3pp | 64.87%-54.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $6,171 | $3,103+98.9% | $4,676+32.0% | $2,756+123.9% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,349 | $7,993+54.5% | $15,914-22.4% | $6,940+77.9% |