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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 | $59,200 | $73,988-20.0% | $96,538-38.7% | $75,177-21.3% |
| Participation rate | 93.0% | 66.4%+26.5pp | 74.3%+18.6pp | 67.2%+25.8pp |
| Annual return | 7.77% | 26.73%-19.0pp | 35.74%-28.0pp | 160.75%-153.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,941 | $5,220-62.8% | $6,737-71.2% | $5,651-65.7% |