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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 | $154,025 | $157,304-2.1% | $141,197+9.1% | $152,909+0.7% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 2.73% | 64.34%-61.6pp | 71.41%-68.7pp | 345.46%-342.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,569 | $7,111-7.6% | $6,710-2.1% | $5,851+12.3% |
| Admin fee / account holder | $1,687 | $12,126-86.1% | $10,265-83.6% | $11,601-85.5% |