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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 | $149,446-31.6% | $256,809-60.2% | $94,015+8.7% |
| Participation rate | 95.2% | 85.3%+9.9pp | 88.5%+6.7pp | 70.8%+24.4pp |
| Annual return | 9.81% | 17.55%-7.7pp | 32.73%-22.9pp | 17.84%-8.0pp |
| Employer contribution / active EE | $10,833 | $4,596+135.7% | $7,263+49.2% | $2,790+288.3% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,795 | $24,035-88.4% | $25,146-88.9% | $8,951-68.8% |