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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 | $170,114 | $69,444+145.0% | $92,985+82.9% | $87,485+94.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 11.22% | 23.85%-12.6pp | 27.99%-16.8pp | 26.06%-14.8pp |
| Employer contribution / active EE | $6,832 | $1,917+256.4% | $2,662+156.6% | $2,596+163.1% |
| Participant deferral / active EE | $4,310 | $3,364+28.1% | $4,377-1.5% | $4,274+0.9% |
| Admin fee / account holder | $5,002 | $6,137-18.5% | $9,463-47.1% | $7,775-35.7% |