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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 | $118,036 | $85,004+38.9% | $76,284+54.7% | $145,959-19.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 9.25% | 13.11%-3.9pp | 13.77%-4.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $6,585 | $5,265+25.1% | $4,585+43.6% | $4,661+41.3% |
| Participant deferral / active EE | $5,147 | $6,390-19.5% | $5,478-6.0% | $6,689-23.0% |
| Admin fee / account holder | $19,058 | $5,760+230.9% | $5,131+271.4% | $13,398+42.2% |