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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 | $48,314+124.3% | $67,561+60.4% | $80,925+33.9% |
| Participation rate | 91.2% | 66.4%+24.8pp | 72.9%+18.3pp | 67.7%+23.5pp |
| Annual return | 11.01% | 18.28%-7.3pp | 3525.44%-3514.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $2,948 | $2,022+45.8% | $2,735+7.8% | $2,756+6.9% |
| Participant deferral / active EE | $3,189 | $2,927+9.0% | $4,003-20.3% | $4,299-25.8% |
| Admin fee / account holder | $18,363 | $3,690+397.7% | $4,006+358.4% | $6,940+164.6% |