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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 | $196,972-26.6% | $182,262-20.7% | $198,609-27.2% |
| Participation rate | 72.7% | 85.7%-13.0pp | 84.2%-11.5pp | 82.4%-9.7pp |
| Annual return | 1.61% | 158.27%-156.7pp | 140.60%-139.0pp | 202.70%-201.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,267 | $8,643+30.4% | $8,276+36.1% | $6,977+61.5% |
| Admin fee / account holder | $756 | $18,429-95.9% | $16,712-95.5% | $19,030-96.0% |