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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 | $113,419 | $125,778-9.8% | $114,563-1.0% | $154,746-26.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 2.07% | 295.14%-293.1pp | 241.09%-239.0pp | 172.34%-170.3pp |
| Employer contribution / active EE | $5,796 | $2,806+106.6% | $2,592+123.6% | $4,379+32.4% |
| Participant deferral / active EE | $15,600 | $4,445+251.0% | $4,142+276.6% | $6,730+131.8% |
| Admin fee / account holder | $973 | $8,190-88.1% | $7,623-87.2% | $14,365-93.2% |