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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 | $20,690 | $154,228-86.6% | $145,433-85.8% | $137,256-84.9% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 6.00% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,654 | $8,216-31.2% | $7,897-28.4% | $6,407-11.8% |
| Admin fee / account holder | $7,603 | $14,344-47.0% | $13,129-42.1% | $12,270-38.0% |