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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 | $138,493 | $81,233+70.5% | $155,567-11.0% | $80,874+71.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.68% | 33.33%-23.6pp | 64.74%-55.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,866 | $3,101-39.8% | $4,674-60.1% | $2,756-32.3% |
| Participant deferral / active EE | $4,679 | $3,452+35.5% | $5,628-16.9% | $4,297+8.9% |
| Admin fee / account holder | $21,487 | $7,998+168.7% | $15,916+35.0% | $6,935+209.8% |