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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 | $63,761 | $174,379-63.4% | $152,093-58.1% | $138,895-54.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.45% | 74.86%-66.4pp | 66.36%-57.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,260 | $6,159-47.1% | $5,451-40.2% | $6,396-49.0% |
| Admin fee / account holder | $22,738 | $16,880+34.7% | $14,497+56.8% | $12,562+81.0% |