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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 | $81,331+18.9% | $155,534-37.8% | $80,935+19.5% |
| Participation rate | 93.9% | 66.3%+27.7pp | 78.2%+15.7pp | 67.7%+26.3pp |
| Annual return | 10.10% | 33.37%-23.3pp | 64.92%-54.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $6,171 | $3,105+98.8% | $4,675+32.0% | $2,757+123.9% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,349 | $7,999+54.4% | $15,900-22.3% | $6,924+78.3% |