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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 | $86,443 | $153,769-43.8% | $133,975-35.5% | $273,972-68.4% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.1%+1.2pp | 83.0%+5.2pp |
| Annual return | 0.14% | 36.51%-36.4pp | 29.29%-29.2pp | 41.46%-41.3pp |
| Employer contribution / active EE | $4,427 | $6,029-26.6% | $5,211-15.0% | $4,869-9.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,052 | $11,765-82.6% | $9,324-78.0% | $10,133-79.7% |