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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 | $77,520 | $181,896-57.4% | $156,551-50.5% | $273,972-71.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.57% | 30.74%-30.2pp | 32.23%-31.7pp | 41.46%-40.9pp |
| Employer contribution / active EE | $6,051 | $6,248-3.2% | $5,501+10.0% | $4,869+24.3% |
| Participant deferral / active EE | $4,024 | $5,550-27.5% | $4,871-17.4% | $5,287-23.9% |
| Admin fee / account holder | $1,415 | $15,560-90.9% | $13,028-89.1% | $10,133-86.0% |