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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 | $122,698 | $146,267-16.1% | $197,124-37.8% | $82,448+48.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.64% | 29.61%-19.0pp | 44.34%-33.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $3,376 | $4,723-28.5% | $6,227-45.8% | $2,551+32.3% |
| Participant deferral / active EE | $3,371 | $7,035-52.1% | $9,135-63.1% | $4,139-18.6% |
| Admin fee / account holder | $14,618 | $14,422+1.4% | $16,298-10.3% | $7,234+102.1% |