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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 | $93,336 | $146,267-36.2% | $197,124-52.7% | $82,448+13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.05% | 29.61%-17.6pp | 44.34%-32.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $6,683 | $4,723+41.5% | $6,227+7.3% | $2,551+162.0% |
| Participant deferral / active EE | $3,532 | $7,035-49.8% | $9,135-61.3% | $4,139-14.7% |
| Admin fee / account holder | $35,417 | $14,422+145.6% | $16,298+117.3% | $7,234+389.6% |