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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 | $189,499 | $165,399+14.6% | $149,745+26.5% | $158,982+19.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.38% | 348.34%-344.0pp | 276.72%-272.3pp | 302.99%-298.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,070 | $7,183-29.4% | $6,843-25.9% | $5,983-15.3% |
| Admin fee / account holder | $435 | $10,811-96.0% | $9,312-95.3% | $11,252-96.1% |