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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 | $213,785-78.7% | $185,441-75.4% | $155,188-70.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 6.21% | 19.97%-13.8pp | 20.16%-14.0pp | 148.84%-142.6pp |
| Employer contribution / active EE | $4,167 | $5,393-22.7% | $4,672-10.8% | $4,248-1.9% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $19,142 | $21,134-9.4% | $17,890+7.0% | $14,480+32.2% |