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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 | $93,692 | $80,983+15.7% | $96,544-3.0% | $75,177+24.6% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.2pp |
| Annual return | 11.88% | 27.05%-15.2pp | 25.88%-14.0pp | 160.75%-148.9pp |
| Employer contribution / active EE | $5,685 | $2,282+149.1% | $2,966+91.7% | $2,671+112.9% |
| Participant deferral / active EE | $3,217 | $3,929-18.1% | $4,851-33.7% | $4,126-22.0% |
| Admin fee / account holder | $20,560 | $6,717+206.1% | $8,254+149.1% | $5,651+263.8% |