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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 | $81,775 | $124,425-34.3% | $112,040-27.0% | $137,256-40.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 8.71% | 24.72%-16.0pp | 24.52%-15.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $952 | $3,411-72.1% | $2,954-67.8% | $4,156-77.1% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $833 | $15,207-94.5% | $12,098-93.1% | $12,270-93.2% |