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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 | $102,228 | $145,431-29.7% | $211,142-51.6% | $87,485+16.9% |
| Participation rate | 95.2% | 84.7%+10.5pp | 87.3%+7.9pp | 68.9%+26.3pp |
| Annual return | 9.81% | 27.21%-17.4pp | 46.84%-37.0pp | 26.06%-16.2pp |
| Employer contribution / active EE | $10,833 | $4,662+132.4% | $6,442+68.2% | $2,596+317.3% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,795 | $17,052-83.6% | $19,076-85.3% | $7,775-64.1% |