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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 | $107,561 | $178,174-39.6% | $156,181-31.1% | $137,256-21.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.76% | 84.19%-74.4pp | 64.87%-55.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,101 | $6,888-55.0% | $6,132-49.4% | $6,407-51.6% |
| Admin fee / account holder | $23,339 | $17,404+34.1% | $14,586+60.0% | $12,270+90.2% |