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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 | $110,378 | $162,136-31.9% | $152,301-27.5% | $154,746-28.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.91% | 91.02%-83.1pp | 80.50%-72.6pp | 172.34%-164.4pp |
| Employer contribution / active EE | $3,916 | $4,890-19.9% | $4,624-15.3% | $4,379-10.6% |
| Participant deferral / active EE | $8,066 | $8,341-3.3% | $8,004+0.8% | $6,730+19.8% |
| Admin fee / account holder | $58,731 | $15,759+272.7% | $14,398+307.9% | $14,365+308.8% |