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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 | $142,141 | $165,361-14.0% | $149,715-5.1% | $158,950-10.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 7.73% | 348.24%-340.5pp | 276.66%-268.9pp | 302.91%-295.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,498 | $7,182+74.0% | $6,842+82.7% | $5,983+108.9% |
| Admin fee / account holder | $30,218 | $10,808+179.6% | $9,310+224.6% | $11,248+168.6% |