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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 | $113,976 | $165,361-31.1% | $149,715-23.9% | $158,950-28.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 4.97% | 348.24%-343.3pp | 276.66%-271.7pp | 302.91%-297.9pp |
| Employer contribution / active EE | $5,277 | $5,103+3.4% | $4,645+13.6% | $4,762+10.8% |
| Participant deferral / active EE | $11,545 | $7,182+60.8% | $6,842+68.7% | $5,983+93.0% |
| Admin fee / account holder | $161,566 | $10,808+1394.9% | $9,310+1635.5% | $11,248+1336.3% |