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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 | $105,919 | $146,267-27.6% | $197,124-46.3% | $82,448+28.5% |
| Participation rate | 97.3% | 84.0%+13.3pp | 86.7%+10.6pp | 68.1%+29.2pp |
| Annual return | 11.73% | 29.61%-17.9pp | 44.34%-32.6pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,547 | $4,723-46.1% | $6,227-59.1% | $2,551-0.1% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,036 | $14,422-30.4% | $16,298-38.4% | $7,234+38.7% |