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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 | $62,887 | $111,814-43.8% | $103,374-39.2% | $145,959-56.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 9.00% | 24.77%-15.8pp | 24.89%-15.9pp | 561.95%-552.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,549 | $5,618-54.6% | $5,058-49.6% | $6,689-61.9% |
| Admin fee / account holder | $5,357 | $9,754-45.1% | $8,394-36.2% | $13,398-60.0% |