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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 | $129,066 | $184,014-29.9% | $161,149-19.9% | $138,895-7.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 3.65% | 21.52%-17.9pp | 21.16%-17.5pp | 145.39%-141.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,410 | $6,909+50.7% | $6,153+69.2% | $6,396+62.7% |
| Admin fee / account holder | $37,312 | $18,027+107.0% | $15,194+145.6% | $12,562+197.0% |