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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 | $135,102 | $60,349+123.9% | $74,184+82.1% | $62,881+114.9% |
| Participation rate | 96.9% | 72.7%+24.2pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 1.70% | 21.38%-19.7pp | 17.74%-16.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,175 | $4,261-25.5% | $5,586-43.2% | $4,296-26.1% |