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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 | $144,553 | $154,228-6.3% | $145,433-0.6% | $137,256+5.3% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 1.61% | 74.59%-73.0pp | 66.58%-65.0pp | 220.34%-218.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,267 | $8,216+37.1% | $7,897+42.7% | $6,407+75.9% |
| Admin fee / account holder | $756 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |