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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 | $108,811 | $106,749+1.9% | $145,433-25.2% | $82,448+32.0% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.1%+16.0pp | 68.1%+30.1pp |
| Annual return | 12.55% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,573 | $3,444-25.3% | $4,554-43.5% | $2,551+0.8% |
| Participant deferral / active EE | $11,029 | $6,519+69.2% | $7,897+39.7% | $4,139+166.4% |
| Admin fee / account holder | $37,470 | $8,390+346.6% | $13,129+185.4% | $7,234+417.9% |