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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 | $84,320 | $165,399-49.0% | $149,745-43.7% | $158,982-47.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.07% | 348.34%-342.3pp | 276.72%-270.6pp | 302.99%-296.9pp |
| Employer contribution / active EE | $5,000 | $5,105-2.1% | $4,646+7.6% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,085 | $10,811-90.0% | $9,312-88.3% | $11,252-90.4% |