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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 | $125,733 | $177,156-29.0% | $147,027-14.5% | $154,746-18.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 3.99% | 21.94%-18.0pp | 20.23%-16.2pp | 172.34%-168.4pp |
| Employer contribution / active EE | $3,571 | $4,336-17.6% | $3,626-1.5% | $4,379-18.4% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,528 | $14,904+37.7% | $12,223+68.0% | $14,365+42.9% |