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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 | $117,046 | $185,312-36.8% | $161,489-27.5% | $154,746-24.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.00% | 103.84%-94.8pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $6,558 | $4,769+37.5% | $4,268+53.6% | $4,379+49.8% |
| Participant deferral / active EE | $5,601 | $6,350-11.8% | $5,630-0.5% | $6,730-16.8% |
| Admin fee / account holder | $2,132 | $18,654-88.6% | $16,006-86.7% | $14,365-85.2% |