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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 | $112,442 | $55,713+101.8% | $75,901+48.1% | $72,975+54.1% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.3%+25.7pp | 69.5%+25.5pp |
| Annual return | 13.45% | 27.60%-14.2pp | 30.76%-17.3pp | 81.01%-67.6pp |
| Employer contribution / active EE | $4,167 | $1,687+147.0% | $2,501+66.6% | $2,440+70.8% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,275 | $3,980-42.8% | $5,420-58.0% | $5,124-55.6% |