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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 | $138,440 | $153,769-10.0% | $133,975+3.3% | $273,972-49.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.43% | 36.51%-35.1pp | 29.29%-27.9pp | 41.46%-40.0pp |
| Employer contribution / active EE | $5,372 | $6,029-10.9% | $5,211+3.1% | $4,869+10.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,022 | $11,765-57.3% | $9,324-46.1% | $10,133-50.4% |