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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 | $101,322 | $63,845+58.7% | $81,370+24.5% | $80,959+25.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 9.21% | 16.37%-7.2pp | 24.85%-15.6pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,691 | $1,980-14.6% | $2,464-31.4% | $2,757-38.7% |
| Participant deferral / active EE | $1,594 | $3,093-48.5% | $3,885-59.0% | $4,300-62.9% |
| Admin fee / account holder | $16,267 | $5,688+186.0% | $5,749+182.9% | $6,925+134.9% |