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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 | $80,933 | $153,769-47.4% | $133,975-39.6% | $273,972-70.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.15% | 36.51%-34.4pp | 29.29%-27.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $7,600 | $6,029+26.1% | $5,211+45.8% | $4,869+56.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,155 | $11,765-73.2% | $9,324-66.2% | $10,133-68.9% |