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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 | $162,136-10.8% | $152,301-5.1% | $154,746-6.6% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 1.61% | 91.02%-89.4pp | 80.50%-78.9pp | 172.34%-170.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,267 | $8,341+35.1% | $8,004+40.8% | $6,730+67.4% |
| Admin fee / account holder | $756 | $15,759-95.2% | $14,398-94.7% | $14,365-94.7% |