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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 | $125,883 | $153,769-18.1% | $133,975-6.0% | $273,972-54.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.94% | 36.51%-34.6pp | 29.29%-27.4pp | 41.46%-39.5pp |
| Employer contribution / active EE | $4,800 | $6,029-20.4% | $5,211-7.9% | $4,869-1.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $997 | $11,765-91.5% | $9,324-89.3% | $10,133-90.2% |