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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 | $76,053 | $201,372-62.2% | $184,260-58.7% | $145,884-47.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.11% | 29.04%-21.9pp | 28.84%-21.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,061 | $9,808-7.6% | $9,133-0.8% | $6,690+35.5% |
| Admin fee / account holder | $29,930 | $16,362+82.9% | $13,898+115.4% | $13,392+123.5% |