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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 | $78,148 | $174,379-55.2% | $152,093-48.6% | $138,895-43.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.53% | 74.86%-70.3pp | 66.36%-61.8pp | 145.39%-140.9pp |
| Employer contribution / active EE | $2,892 | $4,652-37.8% | $4,175-30.7% | $4,194-31.1% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,086 | $16,880-16.6% | $14,497-2.8% | $12,562+12.1% |