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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 | $145,431-15.6% | $211,142-41.9% | $87,485+40.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 10.64% | 27.21%-16.6pp | 46.84%-36.2pp | 26.06%-15.4pp |
| Employer contribution / active EE | $3,376 | $4,662-27.6% | $6,442-47.6% | $2,596+30.0% |
| Participant deferral / active EE | $3,371 | $6,859-50.8% | $9,284-63.7% | $4,274-21.1% |
| Admin fee / account holder | $14,618 | $17,052-14.3% | $19,076-23.4% | $7,775+88.0% |