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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 | $156,879 | $217,432-27.8% | $185,849-15.6% | $167,536-6.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.52% | 148.42%-142.9pp | 122.10%-116.6pp | 478.82%-473.3pp |
| Employer contribution / active EE | $7,835 | $5,875+33.4% | $5,169+51.6% | $4,839+61.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,702 | $19,818-66.2% | $16,244-58.7% | $12,315-45.6% |