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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 | $237,987 | $196,972+20.8% | $182,262+30.6% | $198,609+19.8% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 2.10% | 158.27%-156.2pp | 140.60%-138.5pp | 202.70%-200.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,824 | $8,643-44.2% | $8,276-41.7% | $6,977-30.9% |
| Admin fee / account holder | $5,596 | $18,429-69.6% | $16,712-66.5% | $19,030-70.6% |