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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 | $97,841 | $108,825-10.1% | $156,181-37.4% | $82,448+18.7% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 10.75% | 20.59%-9.8pp | 64.87%-54.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,175 | $2,870-59.1% | $4,294-72.6% | $2,551-54.0% |
| Participant deferral / active EE | $3,341 | $4,577-27.0% | $6,132-45.5% | $4,139-19.3% |
| Admin fee / account holder | $31,212 | $9,341+234.2% | $14,586+114.0% | $7,234+331.4% |