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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 | $107,419 | $178,174-39.7% | $156,181-31.2% | $137,256-21.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.80% | 84.19%-77.4pp | 64.87%-58.1pp | 220.34%-213.5pp |
| Employer contribution / active EE | $4,272 | $4,972-14.1% | $4,294-0.5% | $4,156+2.8% |
| Participant deferral / active EE | $5,598 | $6,888-18.7% | $6,132-8.7% | $6,407-12.6% |
| Admin fee / account holder | $13,004 | $17,404-25.3% | $14,586-10.8% | $12,270+6.0% |