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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 | $62,670 | $50,554+24.0% | $67,681-7.4% | $87,485-28.4% |
| Participation rate | 97.8% | 67.7%+30.1pp | 73.7%+24.1pp | 68.9%+28.9pp |
| Annual return | 10.70% | 17.81%-7.1pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,777 | $2,961-40.0% | $3,976-55.3% | $4,274-58.4% |
| Admin fee / account holder | $1,136 | $4,132-72.5% | $6,100-81.4% | $7,775-85.4% |