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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 | $142,689 | $176,077-19.0% | $159,455-10.5% | $167,518-14.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.56% | 331.83%-328.3pp | 263.63%-260.1pp | 478.71%-475.1pp |
| Employer contribution / active EE | $1,170 | $5,298-77.9% | $4,830-75.8% | $4,838-75.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,511 | $12,556+39.5% | $10,800+62.1% | $12,312+42.2% |