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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 | $107,618 | $102,609+4.9% | $98,090+9.7% | $138,895-22.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 9.83% | 36.44%-26.6pp | 37.05%-27.2pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,469 | $3,867-36.2% | $3,606-31.5% | $4,194-41.1% |
| Participant deferral / active EE | $4,280 | $8,167-47.6% | $7,845-45.4% | $6,396-33.1% |
| Admin fee / account holder | $29,780 | $11,434+160.4% | $11,815+152.1% | $12,562+137.1% |