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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 | $57,119+94.8% | $85,187+30.6% | $80,935+37.5% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.7%+21.2pp |
| Annual return | 10.22% | 21.70%-11.5pp | 66.67%-56.4pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,492 | $1,802-17.2% | $2,732-45.4% | $2,757-45.9% |
| Participant deferral / active EE | $8,649 | $3,115+177.7% | $4,525+91.2% | $4,299+101.2% |
| Admin fee / account holder | $9,867 | $4,990+97.7% | $6,162+60.1% | $6,924+42.5% |