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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 | $99,310 | $97,648+1.7% | $121,663-18.4% | $87,485+13.5% |
| Participation rate | 95.7% | 70.5%+25.2pp | 74.5%+21.2pp | 68.9%+26.8pp |
| Annual return | 10.29% | 18.03%-7.7pp | 147.54%-137.3pp | 26.06%-15.8pp |
| Employer contribution / active EE | $3,116 | $2,300+35.4% | $3,020+3.2% | $2,596+20.0% |
| Participant deferral / active EE | $10,333 | $3,923+163.4% | $4,887+111.4% | $4,274+141.8% |
| Admin fee / account holder | $40,871 | $11,100+268.2% | $14,289+186.0% | $7,775+425.7% |