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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 | $73,289 | $97,289-24.7% | $92,805-21.0% | $155,188-52.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 7.52% | 29.03%-21.5pp | 31.59%-24.1pp | 148.84%-141.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,622 | $8,795+66.2% | $8,448+73.1% | $6,531+123.9% |
| Admin fee / account holder | $70,854 | $12,015+489.7% | $10,911+549.4% | $14,480+389.3% |