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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 | $199,109-46.1% | $173,730-38.2% | $154,746-30.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.80% | 20.02%-13.2pp | 19.96%-13.2pp | 172.34%-165.5pp |
| Employer contribution / active EE | $4,272 | $5,311-19.6% | $4,577-6.7% | $4,379-2.5% |
| Participant deferral / active EE | $5,598 | $7,113-21.3% | $6,326-11.5% | $6,730-16.8% |
| Admin fee / account holder | $13,004 | $20,916-37.8% | $17,523-25.8% | $14,365-9.5% |