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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 | $97,638 | $123,793-21.1% | $177,848-45.1% | $79,856+22.3% |
| Participation rate | 97.9% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 10.00% | 22.82%-12.8pp | 48.33%-38.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $9,848 | $4,095+140.5% | $5,919+66.4% | $2,471+298.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,951 | $7,243-4.0% | $12,431-44.1% | $5,306+31.0% |