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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 | $88,711 | $116,203-23.7% | $93,621-5.2% | $152,909-42.0% |
| Participation rate | 76.9% | 78.1%-1.1pp | 75.8%+1.1pp | 82.5%-5.5pp |
| Annual return | 7.03% | 35.96%-28.9pp | 32.76%-25.7pp | 345.46%-338.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,101 | $4,605+32.5% | $4,070+49.9% | $5,851+4.3% |
| Admin fee / account holder | $434 | $10,751-96.0% | $7,890-94.5% | $11,601-96.3% |