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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 | $43,477 | $153,769-71.7% | $133,975-67.5% | $273,972-84.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 1.27% | 36.51%-35.2pp | 29.29%-28.0pp | 41.46%-40.2pp |
| Employer contribution / active EE | $4,847 | $6,029-19.6% | $5,211-7.0% | $4,869-0.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,666 | $11,765-26.3% | $9,324-7.1% | $10,133-14.5% |