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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 | $120,677 | $148,629-18.8% | $135,982-11.3% | $139,487-13.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.80% | 79.33%-71.5pp | 68.32%-60.5pp | 373.84%-366.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,036 | $8,102+48.5% | $7,760+55.1% | $6,713+79.3% |
| Admin fee / account holder | $536 | $12,406-95.7% | $10,767-95.0% | $11,407-95.3% |