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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 | $158,765 | $165,381-4.0% | $149,730+6.0% | $158,966-0.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.54% | 348.29%-340.7pp | 276.70%-269.2pp | 302.95%-295.4pp |
| Employer contribution / active EE | $2,246 | $5,104-56.0% | $4,645-51.6% | $4,762-52.8% |
| Participant deferral / active EE | $3,895 | $7,182-45.8% | $6,843-43.1% | $5,983-34.9% |
| Admin fee / account holder | $2,284 | $10,809-78.9% | $9,310-75.5% | $11,250-79.7% |