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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 | $58,527 | $201,344-70.9% | $184,243-68.2% | $145,877-59.9% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 7.05% | 29.01%-22.0pp | 28.82%-21.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,311 | $9,807-35.6% | $9,132-30.9% | $6,691-5.7% |
| Admin fee / account holder | $12,565 | $16,382-23.3% | $13,914-9.7% | $13,402-6.3% |