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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 | $107,668 | $71,197+51.2% | $93,669+14.9% | $80,925+33.0% |
| Participation rate | 80.9% | 60.4%+20.5pp | 68.7%+12.1pp | 67.7%+13.2pp |
| Annual return | 8.91% | 11.27%-2.4pp | 133.59%-124.7pp | 35.65%-26.7pp |
| Employer contribution / active EE | $1,226 | $1,565-21.7% | $2,424-49.4% | $2,756-55.5% |
| Participant deferral / active EE | $2,666 | $4,036-33.9% | $4,416-39.6% | $4,299-38.0% |
| Admin fee / account holder | $12,663 | $6,959+82.0% | $8,291+52.7% | $6,940+82.5% |