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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 | $111,281 | $57,140+94.8% | $85,240+30.6% | $80,959+37.5% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.7%+21.2pp |
| Annual return | 10.22% | 21.71%-11.5pp | 66.75%-56.5pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,492 | $1,802-17.2% | $2,735-45.5% | $2,757-45.9% |
| Participant deferral / active EE | $8,649 | $3,115+177.7% | $4,527+91.1% | $4,300+101.1% |
| Admin fee / account holder | $9,867 | $4,992+97.7% | $6,165+60.1% | $6,925+42.5% |