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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 | $146,267-30.1% | $197,124-48.1% | $82,448+24.0% |
| Participation rate | 95.2% | 84.0%+11.2pp | 86.7%+8.5pp | 68.1%+27.2pp |
| Annual return | 9.81% | 29.61%-19.8pp | 44.34%-34.5pp | 41.64%-31.8pp |
| Employer contribution / active EE | $10,833 | $4,723+129.4% | $6,227+74.0% | $2,551+324.7% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,795 | $14,422-80.6% | $16,298-82.9% | $7,234-61.4% |