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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 | $147,158 | $198,462-25.9% | $170,439-13.7% | $147,585-0.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.27% | 257.30%-257.0pp | 205.94%-205.7pp | 578.58%-578.3pp |
| Employer contribution / active EE | $1,377 | $6,184-77.7% | $5,433-74.7% | $4,876-71.8% |
| Participant deferral / active EE | $7,200 | $5,629+27.9% | $4,939+45.8% | $5,439+32.4% |
| Admin fee / account holder | $8,208 | $16,852-51.3% | $13,881-40.9% | $10,886-24.6% |