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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 | $39,008 | $148,623-73.8% | $135,974-71.3% | $139,466-72.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 11.77% | 79.30%-67.5pp | 68.30%-56.5pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,838 | $8,103-52.6% | $7,760-50.5% | $6,712-42.8% |
| Admin fee / account holder | $9,970 | $12,406-19.6% | $10,767-7.4% | $11,409-12.6% |