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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 | $234,664 | $146,267+60.4% | $197,124+19.0% | $82,448+184.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.12% | 29.61%-18.5pp | 44.34%-33.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $8,633 | $4,723+82.8% | $6,227+38.6% | $2,551+238.4% |
| Participant deferral / active EE | $4,826 | $7,035-31.4% | $9,135-47.2% | $4,139+16.6% |
| Admin fee / account holder | $1,950 | $14,422-86.5% | $16,298-88.0% | $7,234-73.0% |