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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 | $22,304 | $155,555-85.7% | $146,866-84.8% | $155,188-85.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 8.12% | 115.41%-107.3pp | 102.85%-94.7pp | 148.84%-140.7pp |
| Employer contribution / active EE | $802 | $4,647-82.7% | $4,425-81.9% | $4,248-81.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $815 | $14,755-94.5% | $13,620-94.0% | $14,480-94.4% |