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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 | $105,372 | $165,399-36.3% | $149,745-29.6% | $158,982-33.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.04% | 348.34%-340.3pp | 276.72%-268.7pp | 302.99%-294.9pp |
| Employer contribution / active EE | $904 | $5,105-82.3% | $4,646-80.6% | $4,763-81.0% |
| Participant deferral / active EE | $2,843 | $7,183-60.4% | $6,843-58.5% | $5,983-52.5% |
| Admin fee / account holder | $4,674 | $10,811-56.8% | $9,312-49.8% | $11,252-58.5% |