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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 | $114,712-14.7% | $173,730-43.7% | $87,485+11.8% |
| Participation rate | 93.3% | 73.0%+20.3pp | 79.6%+13.8pp | 68.9%+24.4pp |
| Annual return | 10.75% | 20.18%-9.4pp | 19.96%-9.2pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,175 | $2,904-59.6% | $4,577-74.3% | $2,596-54.8% |
| Participant deferral / active EE | $3,341 | $4,642-28.0% | $6,326-47.2% | $4,274-21.8% |
| Admin fee / account holder | $31,212 | $10,210+205.7% | $17,523+78.1% | $7,775+301.5% |