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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 | $55,057 | $153,769-64.2% | $133,975-58.9% | $273,972-79.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 1.46% | 36.51%-35.0pp | 29.29%-27.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $6,556 | $6,029+8.7% | $5,211+25.8% | $4,869+34.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,674 | $11,765-85.8% | $9,324-82.0% | $10,133-83.5% |