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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 | $191,748 | $202,342-5.2% | $172,752+11.0% | $152,897+25.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.38% | 1029.83%-1027.4pp | 802.97%-800.6pp | 345.43%-343.0pp |
| Employer contribution / active EE | $4,372 | $5,858-25.4% | $5,144-15.0% | $4,764-8.2% |
| Participant deferral / active EE | $4,277 | $5,948-28.1% | $5,198-17.7% | $5,851-26.9% |
| Admin fee / account holder | $2,772 | $17,111-83.8% | $13,955-80.1% | $11,599-76.1% |