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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 | $189,729 | $114,712+65.4% | $173,730+9.2% | $87,485+116.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 11.37% | 20.18%-8.8pp | 19.96%-8.6pp | 26.06%-14.7pp |
| Employer contribution / active EE | $4,361 | $2,904+50.2% | $4,577-4.7% | $2,596+68.0% |
| Participant deferral / active EE | $5,591 | $4,642+20.5% | $6,326-11.6% | $4,274+30.8% |
| Admin fee / account holder | $103,444 | $10,210+913.2% | $17,523+490.3% | $7,775+1230.5% |