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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 | $184,131 | $165,399+11.3% | $149,745+23.0% | $158,982+15.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.61% | 348.34%-342.7pp | 276.72%-271.1pp | 302.99%-297.4pp |
| Employer contribution / active EE | $1,197 | $5,105-76.6% | $4,646-74.2% | $4,763-74.9% |
| Participant deferral / active EE | $5,237 | $7,183-27.1% | $6,843-23.5% | $5,983-12.5% |
| Admin fee / account holder | $4,019 | $10,811-62.8% | $9,312-56.8% | $11,252-64.3% |