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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 | $116,290 | $135,956-14.5% | $123,894-6.1% | $273,972-57.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.18% | 56.63%-55.5pp | 47.52%-46.3pp | 41.46%-40.3pp |
| Employer contribution / active EE | $7,643 | $5,170+47.8% | $4,617+65.5% | $4,869+57.0% |
| Participant deferral / active EE | $2,212 | $6,343-65.1% | $5,984-63.0% | $5,287-58.2% |
| Admin fee / account holder | $3,476 | $9,817-64.6% | $8,357-58.4% | $10,133-65.7% |