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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 | $142,492 | $181,896-21.7% | $156,551-9.0% | $273,972-48.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.21% | 30.74%-29.5pp | 32.23%-31.0pp | 41.46%-40.2pp |
| Employer contribution / active EE | $4,808 | $6,248-23.0% | $5,501-12.6% | $4,869-1.2% |
| Participant deferral / active EE | $4,304 | $5,550-22.4% | $4,871-11.6% | $5,287-18.6% |
| Admin fee / account holder | $152,056 | $15,560+877.2% | $13,028+1067.1% | $10,133+1400.7% |