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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 | $129,416 | $54,541+137.3% | $78,778+64.3% | $70,126+84.5% |
| Participation rate | 97.0% | 60.8%+36.2pp | 69.2%+27.8pp | 69.5%+27.5pp |
| Annual return | 10.66% | 21.07%-10.4pp | 35.62%-25.0pp | 73.15%-62.5pp |
| Employer contribution / active EE | $11,940 | $1,089+996.9% | $1,986+501.3% | $2,343+409.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $44,523 | $3,709+1100.5% | $5,134+767.3% | $4,645+858.4% |