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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 | $67,812 | $181,896-62.7% | $156,551-56.7% | $273,972-75.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.18% | 30.74%-28.6pp | 32.23%-30.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,723 | $6,248-72.4% | $5,501-68.7% | $4,869-64.6% |
| Participant deferral / active EE | $6,284 | $5,550+13.2% | $4,871+29.0% | $5,287+18.8% |
| Admin fee / account holder | $15,905 | $15,560+2.2% | $13,028+22.1% | $10,133+57.0% |