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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 | $90,653 | $90,745-0.1% | $130,270-30.4% | $75,177+20.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 1.45% | 34.45%-33.0pp | 38.89%-37.4pp | 160.75%-159.3pp |
| Employer contribution / active EE | $4,215 | $3,314+27.2% | $4,128+2.1% | $2,671+57.8% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,797-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,396 | $6,331-30.6% | $6,022-27.0% | $5,651-22.2% |