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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 | $85,456 | $155,555-45.1% | $146,866-41.8% | $155,188-44.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 0.97% | 115.41%-114.4pp | 102.85%-101.9pp | 148.84%-147.9pp |
| Employer contribution / active EE | $3,274 | $4,647-29.5% | $4,425-26.0% | $4,248-22.9% |
| Participant deferral / active EE | $7,504 | $8,044-6.7% | $7,759-3.3% | $6,531+14.9% |
| Admin fee / account holder | $154,463 | $14,755+946.8% | $13,620+1034.1% | $14,480+966.7% |