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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 | $114,407 | $63,082+81.4% | $81,726+40.0% | $79,856+43.3% |
| Participation rate | 98.3% | 67.5%+30.8pp | 72.0%+26.3pp | 69.6%+28.7pp |
| Annual return | 9.13% | 22.66%-13.5pp | 29.49%-20.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $9,735 | $1,795+442.2% | $4,311+125.8% | $2,471+293.9% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,297 | $4,428+64.8% | $5,160+41.4% | $5,306+37.5% |