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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 | $56,101 | $57,590-2.6% | $86,233-34.9% | $82,448-32.0% |
| Participation rate | 95.7% | 57.9%+37.9pp | 69.0%+26.7pp | 68.1%+27.7pp |
| Annual return | 10.31% | 22.41%-12.1pp | 61.39%-51.1pp | 41.64%-31.3pp |
| Employer contribution / active EE | $3,697 | $1,655+123.3% | $2,504+47.6% | $2,551+44.9% |
| Participant deferral / active EE | $2,806 | $3,080-8.9% | $4,559-38.4% | $4,139-32.2% |
| Admin fee / account holder | $11,599 | $4,730+145.2% | $8,342+39.0% | $7,234+60.3% |