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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 | $241,148 | $157,304+53.3% | $141,197+70.8% | $152,909+57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.71% | 64.34%-57.6pp | 71.41%-64.7pp | 345.46%-338.8pp |
| Employer contribution / active EE | $3,333 | $5,263-36.7% | $4,736-29.6% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $838 | $12,126-93.1% | $10,265-91.8% | $11,601-92.8% |