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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 | $162,612 | $138,386+17.5% | $184,260-11.7% | $80,935+100.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.45% | 20.02%-11.6pp | 28.84%-20.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $9,657 | $4,851+99.1% | $6,427+50.2% | $2,757+250.3% |
| Participant deferral / active EE | $4,763 | $7,076-32.7% | $9,133-47.9% | $4,299+10.8% |
| Admin fee / account holder | $110,425 | $10,489+952.8% | $13,898+694.5% | $6,924+1494.7% |