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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 | $49,186 | $181,896-73.0% | $156,551-68.6% | $273,972-82.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.03% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $2,068 | $6,248-66.9% | $5,501-62.4% | $4,869-57.5% |
| Participant deferral / active EE | $6,090 | $5,550+9.7% | $4,871+25.0% | $5,287+15.2% |
| Admin fee / account holder | $8,891 | $15,560-42.9% | $13,028-31.8% | $10,133-12.3% |