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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 | $113,047 | $174,379-35.2% | $152,093-25.7% | $138,895-18.6% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 6.36% | 74.86%-68.5pp | 66.36%-60.0pp | 145.39%-139.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,286 | $6,159+2.1% | $5,451+15.3% | $6,396-1.7% |
| Admin fee / account holder | $944 | $16,880-94.4% | $14,497-93.5% | $12,562-92.5% |