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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 | $126,555 | $153,769-17.7% | $133,975-5.5% | $273,972-53.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.05% | 36.51%-33.5pp | 29.29%-26.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $6,990 | $6,029+15.9% | $5,211+34.1% | $4,869+43.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,670 | $11,765-60.3% | $9,324-49.9% | $10,133-53.9% |