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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 | $114,956 | $90,728+26.7% | $86,279+33.2% | $138,895-17.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 8.38% | 34.83%-26.4pp | 30.40%-22.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $9,425 | $4,974+89.5% | $4,663+102.1% | $4,194+124.7% |
| Participant deferral / active EE | $4,802 | $6,125-21.6% | $5,658-15.1% | $6,396-24.9% |
| Admin fee / account holder | $79,598 | $11,808+574.1% | $10,485+659.2% | $12,562+533.6% |