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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 | $115,770 | $46,877+147.0% | $122,354-5.4% | $70,126+65.1% |
| Participation rate | 85.7% | 58.2%+27.5pp | 71.6%+14.1pp | 69.5%+16.2pp |
| Annual return | 11.28% | 24.22%-12.9pp | 30.28%-19.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $4,667 | $1,288+262.2% | $4,051+15.2% | $2,343+99.2% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,380 | $3,324+31.8% | $5,479-20.1% | $4,645-5.7% |