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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 | $125,184-52.4% | $105,607-43.6% | $145,884-59.2% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 5.75% | 225.00%-219.3pp | 116.11%-110.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,731 | $5,714+0.3% | $5,011+14.4% | $6,690-14.3% |
| Admin fee / account holder | $13,963 | $17,133-18.5% | $10,958+27.4% | $13,392+4.3% |