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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 | $164,029 | $165,399-0.8% | $149,745+9.5% | $158,982+3.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.04% | 348.34%-341.3pp | 276.72%-269.7pp | 302.99%-295.9pp |
| Employer contribution / active EE | $3,698 | $5,105-27.6% | $4,646-20.4% | $4,763-22.4% |
| Participant deferral / active EE | $5,554 | $7,183-22.7% | $6,843-18.8% | $5,983-7.2% |
| Admin fee / account holder | $1,824 | $10,811-83.1% | $9,312-80.4% | $11,252-83.8% |