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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 | $174,379-40.4% | $152,093-31.7% | $138,895-25.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.63% | 74.86%-68.2pp | 66.36%-59.7pp | 145.39%-138.8pp |
| Employer contribution / active EE | $4,001 | $4,652-14.0% | $4,175-4.2% | $4,194-4.6% |
| Participant deferral / active EE | $8,333 | $6,159+35.3% | $5,451+52.9% | $6,396+30.3% |
| Admin fee / account holder | $11,050 | $16,880-34.5% | $14,497-23.8% | $12,562-12.0% |