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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 | $105,687 | $81,446+29.8% | $103,374+2.2% | $80,874+30.7% |
| Participation rate | 97.6% | 66.9%+30.7pp | 74.5%+23.1pp | 67.6%+29.9pp |
| Annual return | 9.23% | 25.57%-16.3pp | 24.89%-15.7pp | 35.62%-26.4pp |
| Employer contribution / active EE | $9,427 | $3,107+203.4% | $3,869+143.6% | $2,756+242.1% |
| Participant deferral / active EE | $8,679 | $3,870+124.3% | $5,058+71.6% | $4,297+102.0% |
| Admin fee / account holder | $58,774 | $6,715+775.3% | $8,394+600.2% | $6,935+747.5% |