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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 | $101,931 | $45,050+126.3% | $63,018+61.7% | $70,126+45.4% |
| Participation rate | 87.8% | 69.5%+18.2pp | 74.8%+13.0pp | 69.5%+18.2pp |
| Annual return | 9.46% | 18.76%-9.3pp | 87.62%-78.2pp | 73.15%-63.7pp |
| Employer contribution / active EE | $2,312 | $2,052+12.7% | $2,761-16.2% | $2,343-1.3% |
| Participant deferral / active EE | $4,530 | $2,466+83.7% | $3,330+36.1% | $3,332+36.0% |
| Admin fee / account holder | $17,168 | $2,834+505.8% | $3,601+376.8% | $4,645+269.6% |