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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 | $70,347 | $201,372-65.1% | $184,260-61.8% | $145,884-51.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.56% | 29.04%-20.5pp | 28.84%-20.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,424 | $9,808-44.7% | $9,133-40.6% | $6,690-18.9% |
| Admin fee / account holder | $1,393 | $16,362-91.5% | $13,898-90.0% | $13,392-89.6% |