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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 | $81,323 | $104,098-21.9% | $140,514-42.1% | $94,015-13.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 8.65% | 15.14%-6.5pp | 14.36%-5.7pp | 17.84%-9.2pp |
| Employer contribution / active EE | $1,471 | $2,388-38.4% | $3,378-56.5% | $2,790-47.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,556 | $10,439-56.4% | $13,697-66.7% | $8,951-49.1% |