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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 | $70,065 | $153,769-54.4% | $133,975-47.7% | $273,972-74.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.00% | 36.51%-35.5pp | 29.29%-28.3pp | 41.46%-40.5pp |
| Employer contribution / active EE | $2,167 | $6,029-64.1% | $5,211-58.4% | $4,869-55.5% |
| Participant deferral / active EE | $3,792 | $6,958-45.5% | $6,282-39.6% | $5,287-28.3% |
| Admin fee / account holder | $6,746 | $11,765-42.7% | $9,324-27.7% | $10,133-33.4% |