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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 | $212,012 | $165,399+28.2% | $149,745+41.6% | $158,982+33.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.44% | 348.34%-342.9pp | 276.72%-271.3pp | 302.99%-297.5pp |
| Employer contribution / active EE | $12,911 | $5,105+152.9% | $4,646+177.9% | $4,763+171.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,568 | $10,811-67.0% | $9,312-61.7% | $11,252-68.3% |