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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 | $62,678 | $100,970-37.9% | $96,576-35.1% | $137,256-54.3% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 10.74% | 38.16%-27.4pp | 38.47%-27.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,988 | $8,286-39.8% | $7,956-37.3% | $6,407-22.1% |
| Admin fee / account holder | $41,064 | $11,312+263.0% | $11,381+260.8% | $12,270+234.7% |