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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 | $125,697 | $93,598+34.3% | $135,974-7.6% | $75,173+67.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.86% | 30.89%-17.0pp | 68.30%-54.4pp | 160.72%-146.9pp |
| Employer contribution / active EE | $6,979 | $3,538+97.3% | $4,859+43.6% | $2,671+161.3% |
| Participant deferral / active EE | $2,814 | $6,405-56.1% | $7,760-63.7% | $4,126-31.8% |
| Admin fee / account holder | $2,795 | $6,978-59.9% | $10,767-74.0% | $5,651-50.5% |