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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 | $86,414 | $153,769-43.8% | $133,975-35.5% | $273,972-68.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.55% | 36.51%-35.0pp | 29.29%-27.7pp | 41.46%-39.9pp |
| Employer contribution / active EE | $8,119 | $6,029+34.7% | $5,211+55.8% | $4,869+66.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $839 | $11,765-92.9% | $9,324-91.0% | $10,133-91.7% |