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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 | $131,180 | $153,769-14.7% | $133,975-2.1% | $273,972-52.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.32% | 36.51%-34.2pp | 29.29%-27.0pp | 41.46%-39.1pp |
| Employer contribution / active EE | $6,289 | $6,029+4.3% | $5,211+20.7% | $4,869+29.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,200 | $11,765-38.8% | $9,324-22.8% | $10,133-28.9% |