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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 | $125,795 | $93,617+34.4% | $135,982-7.5% | $75,177+67.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.11% | 30.89%-18.8pp | 68.32%-56.2pp | 160.75%-148.6pp |
| Employer contribution / active EE | $3,221 | $3,538-9.0% | $4,859-33.7% | $2,671+20.6% |
| Participant deferral / active EE | $7,534 | $6,406+17.6% | $7,760-2.9% | $4,126+82.6% |
| Admin fee / account holder | $18,025 | $6,980+158.3% | $10,767+67.4% | $5,651+218.9% |