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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 | $74,785 | $124,175-39.8% | $108,405-31.0% | $167,553-55.4% |
| Participation rate | 92.9% | 82.3%+10.6pp | 80.1%+12.7pp | 82.1%+10.7pp |
| Annual return | 9.27% | 1380.13%-1370.9pp | 905.55%-896.3pp | 478.89%-469.6pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,694 | $6,908+11.4% | $6,563+17.2% | $6,343+21.3% |
| Admin fee / account holder | $981 | $9,457-89.6% | $7,297-86.6% | $12,316-92.0% |