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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 | $61,318 | $111,814-45.2% | $103,374-40.7% | $145,959-58.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 7.45% | 24.77%-17.3pp | 24.89%-17.4pp | 561.95%-554.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,265 | $5,618-59.7% | $5,058-55.2% | $6,689-66.1% |
| Admin fee / account holder | $754 | $9,754-92.3% | $8,394-91.0% | $13,398-94.4% |