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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 | $134,202 | $138,385-3.0% | $184,200-27.1% | $80,874+65.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 6.92% | 20.02%-13.1pp | 28.80%-21.9pp | 35.62%-28.7pp |
| Employer contribution / active EE | $4,478 | $4,849-7.7% | $6,424-30.3% | $2,756+62.5% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,426 | $10,483-67.3% | $13,907-75.4% | $6,935-50.6% |