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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 | $126,259 | $81,331+55.2% | $155,534-18.8% | $80,935+56.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.32% | 33.37%-23.1pp | 64.92%-54.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $2,765 | $3,105-10.9% | $4,675-40.9% | $2,757+0.3% |
| Participant deferral / active EE | $6,762 | $3,454+95.7% | $5,630+20.1% | $4,299+57.3% |
| Admin fee / account holder | $11,443 | $7,999+43.1% | $15,900-28.0% | $6,924+65.3% |