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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 | $51,163 | $198,457-74.2% | $170,435-70.0% | $147,586-65.3% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 1.88% | 257.30%-255.4pp | 205.94%-204.1pp | 578.59%-576.7pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,533 | $5,629-55.0% | $4,939-48.7% | $5,439-53.4% |
| Admin fee / account holder | $647 | $16,852-96.2% | $13,881-95.3% | $10,886-94.1% |