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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 | $68,559 | $157,296-56.4% | $141,191-51.4% | $152,897-55.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 10.49% | 64.34%-53.8pp | 71.41%-60.9pp | 345.43%-334.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,841 | $7,111-46.0% | $6,710-42.8% | $5,851-34.3% |
| Admin fee / account holder | $57,831 | $12,125+377.0% | $10,264+463.4% | $11,599+398.6% |