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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 | $82,390 | $105,145-21.6% | $94,664-13.0% | $139,466-40.9% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 10.57% | 38.09%-27.5pp | 156.84%-146.3pp | 373.66%-363.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,631 | $7,599-65.4% | $7,417-64.5% | $6,712-60.8% |
| Admin fee / account holder | $7,517 | $8,972-16.2% | $7,222+4.1% | $11,409-34.1% |