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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 | $182,344 | $129,737+40.5% | $119,126+53.1% | $154,746+17.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.13% | 379.08%-370.0pp | 282.11%-273.0pp | 172.34%-163.2pp |
| Employer contribution / active EE | $2,003 | $4,375-54.2% | $4,034-50.3% | $4,379-54.3% |
| Participant deferral / active EE | $3,591 | $5,842-38.5% | $5,318-32.5% | $6,730-46.6% |
| Admin fee / account holder | $2,688 | $11,961-77.5% | $10,693-74.9% | $14,365-81.3% |