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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 | $90,575 | $101,618-10.9% | $93,063-2.7% | $137,256-34.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 7.54% | 223.95%-216.4pp | 34.15%-26.6pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,391 | $4,279-67.5% | $3,958-64.9% | $6,407-78.3% |
| Admin fee / account holder | $6,322 | $6,198+2.0% | $6,033+4.8% | $12,270-48.5% |