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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 | $90,202 | $181,896-50.4% | $156,551-42.4% | $273,972-67.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.64% | 30.74%-30.1pp | 32.23%-31.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,000 | $5,550+134.2% | $4,871+166.9% | $5,287+145.9% |
| Admin fee / account holder | $16,667 | $15,560+7.1% | $13,028+27.9% | $10,133+64.5% |