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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 | $45,539 | $184,014-75.3% | $161,149-71.7% | $138,895-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 6.21% | 21.52%-15.3pp | 21.16%-14.9pp | 145.39%-139.2pp |
| Employer contribution / active EE | $4,167 | $5,055-17.6% | $4,360-4.4% | $4,194-0.7% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $19,142 | $18,027+6.2% | $15,194+26.0% | $12,562+52.4% |