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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 | $156,398+52.2% | $147,318+61.5% | $138,895+71.3% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 2.10% | 78.75%-76.6pp | 70.43%-68.3pp | 145.39%-143.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,824 | $8,237-41.4% | $7,906-39.0% | $6,396-24.6% |
| Admin fee / account holder | $5,596 | $14,976-62.6% | $13,708-59.2% | $12,562-55.5% |