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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 | $59,530 | $126,519-52.9% | $106,201-43.9% | $145,959-59.2% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 5.75% | 225.10%-219.4pp | 116.26%-110.5pp | 561.95%-556.2pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,731 | $5,716+0.3% | $5,012+14.3% | $6,689-14.3% |
| Admin fee / account holder | $13,963 | $17,312-19.3% | $11,039+26.5% | $13,398+4.2% |