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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 | $87,270 | $183,988-52.6% | $162,177-46.2% | $152,897-42.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.17% | 150.79%-142.6pp | 115.60%-107.4pp | 345.43%-337.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,312 | $8,032-9.0% | $7,297+0.2% | $5,851+25.0% |
| Admin fee / account holder | $314 | $13,123-97.6% | $10,843-97.1% | $11,599-97.3% |