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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 | $165,399-31.1% | $149,745-23.9% | $158,982-28.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 4.97% | 348.34%-343.4pp | 276.72%-271.8pp | 302.99%-298.0pp |
| Employer contribution / active EE | $5,277 | $5,105+3.4% | $4,646+13.6% | $4,763+10.8% |
| Participant deferral / active EE | $11,545 | $7,183+60.7% | $6,843+68.7% | $5,983+92.9% |
| Admin fee / account holder | $161,566 | $10,811+1394.4% | $9,312+1635.1% | $11,252+1335.9% |