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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 | $142,972-25.9% | $214,702-50.7% | $86,983+21.8% |
| Participation rate | 97.3% | 84.9%+12.4pp | 87.5%+9.8pp | 69.5%+27.8pp |
| Annual return | 11.73% | 18.49%-6.8pp | 54.55%-42.8pp | 25.83%-14.1pp |
| Employer contribution / active EE | $2,547 | $4,635-45.0% | $6,461-60.6% | $2,584-1.4% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $10,036 | $17,617-43.0% | $19,830-49.4% | $7,856+27.8% |