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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 | $78,084 | $100,938-22.6% | $90,461-13.7% | $158,982-50.9% |
| Participation rate | 70.8% | 75.0%-4.2pp | 72.7%-1.9pp | 82.0%-11.1pp |
| Annual return | 5.01% | 1727.20%-1722.2pp | 1294.76%-1289.8pp | 302.99%-298.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,150 | $4,350+18.4% | $3,964+29.9% | $5,983-13.9% |
| Admin fee / account holder | $3,895 | $6,510-40.2% | $5,617-30.7% | $11,252-65.4% |