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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 | $103,920 | $181,062-42.6% | $158,223-34.3% | $155,188-33.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.63% | 57.39%-50.8pp | 52.09%-45.5pp | 148.84%-142.2pp |
| Employer contribution / active EE | $4,001 | $4,565-12.3% | $4,109-2.6% | $4,248-5.8% |
| Participant deferral / active EE | $8,333 | $6,134+35.8% | $5,467+52.4% | $6,531+27.6% |
| Admin fee / account holder | $11,050 | $18,825-41.3% | $16,047-31.1% | $14,480-23.7% |