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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 | $142,972-28.5% | $214,702-52.4% | $86,983+17.5% |
| Participation rate | 95.2% | 84.9%+10.4pp | 87.5%+7.8pp | 69.5%+25.7pp |
| Annual return | 9.81% | 18.49%-8.7pp | 54.55%-44.7pp | 25.83%-16.0pp |
| Employer contribution / active EE | $10,833 | $4,635+133.7% | $6,461+67.7% | $2,584+319.2% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,795 | $17,617-84.1% | $19,830-85.9% | $7,856-64.4% |