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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 | $29,918 | $160,040-81.3% | $147,096-79.7% | $145,877-79.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 9.26% | 98.49%-89.2pp | 419.75%-410.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,653 | $8,429-32.9% | $8,071-30.0% | $6,691-15.5% |
| Admin fee / account holder | $10,967 | $15,050-27.1% | $13,005-15.7% | $13,402-18.2% |