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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 | $135,103 | $165,361-18.3% | $149,715-9.8% | $158,950-15.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.69% | 348.24%-344.5pp | 276.66%-273.0pp | 302.91%-299.2pp |
| Employer contribution / active EE | $1,554 | $5,103-69.6% | $4,645-66.5% | $4,762-67.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,018 | $10,808-53.6% | $9,310-46.1% | $11,248-55.4% |