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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 | $60,182 | $68,398-12.0% | $94,664-36.4% | $75,173-19.9% |
| Participation rate | 96.2% | 76.1%+20.1pp | 80.8%+15.3pp | 67.2%+29.0pp |
| Annual return | 10.22% | 616.72%-606.5pp | 156.84%-146.6pp | 160.72%-150.5pp |
| Employer contribution / active EE | $2,641 | $2,701-2.2% | $3,673-28.1% | $2,671-1.1% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,907 | $5,324-26.6% | $7,222-45.9% | $5,651-30.9% |