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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 | $101,146 | $162,136-37.6% | $152,301-33.6% | $154,746-34.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 5.62% | 91.02%-85.4pp | 80.50%-74.9pp | 172.34%-166.7pp |
| Employer contribution / active EE | $1,315 | $4,890-73.1% | $4,624-71.6% | $4,379-70.0% |
| Participant deferral / active EE | $2,989 | $8,341-64.2% | $8,004-62.7% | $6,730-55.6% |
| Admin fee / account holder | $567 | $15,759-96.4% | $14,398-96.1% | $14,365-96.1% |