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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 | $116,751 | $90,400+29.1% | $186,193-37.3% | $87,485+33.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 11.92% | 22.15%-10.2pp | 78.03%-66.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $3,979 | $2,170+83.3% | $3,918+1.6% | $2,596+53.3% |
| Participant deferral / active EE | $8,554 | $4,330+97.6% | $6,513+31.3% | $4,274+100.2% |
| Admin fee / account holder | $38,811 | $8,673+347.5% | $11,058+251.0% | $7,775+399.2% |