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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 | $101,550 | $181,896-44.2% | $156,551-35.1% | $273,972-62.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.85% | 30.74%-28.9pp | 32.23%-30.4pp | 41.46%-39.6pp |
| Employer contribution / active EE | $2,282 | $6,248-63.5% | $5,501-58.5% | $4,869-53.1% |
| Participant deferral / active EE | $4,188 | $5,550-24.5% | $4,871-14.0% | $5,287-20.8% |
| Admin fee / account holder | $3,512 | $15,560-77.4% | $13,028-73.0% | $10,133-65.3% |