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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 | $43,150 | $148,629-71.0% | $135,982-68.3% | $139,487-69.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.86% | 79.33%-67.5pp | 68.32%-56.5pp | 373.84%-362.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $20,000 | $8,102+146.8% | $7,760+157.7% | $6,713+197.9% |
| Admin fee / account holder | $374 | $12,406-97.0% | $10,767-96.5% | $11,407-96.7% |