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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 | $108,368 | $48,337+124.2% | $67,560+60.4% | $80,959+33.9% |
| Participation rate | 91.2% | 66.4%+24.7pp | 72.9%+18.2pp | 67.7%+23.5pp |
| Annual return | 11.01% | 18.26%-7.3pp | 3533.50%-3522.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,948 | $2,023+45.7% | $2,737+7.7% | $2,757+6.9% |
| Participant deferral / active EE | $3,189 | $2,928+8.9% | $4,004-20.4% | $4,300-25.8% |
| Admin fee / account holder | $18,363 | $3,695+396.9% | $3,994+359.8% | $6,925+165.2% |