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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 | $97,029 | $217,427-55.4% | $185,837-47.8% | $167,518-42.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.16% | 148.39%-143.2pp | 122.08%-116.9pp | 478.71%-473.5pp |
| Employer contribution / active EE | $8,900 | $5,874+51.5% | $5,168+72.2% | $4,838+83.9% |
| Participant deferral / active EE | $6,562 | $6,357+3.2% | $5,568+17.8% | $6,342+3.5% |
| Admin fee / account holder | $198,397 | $19,816+901.2% | $16,241+1121.5% | $12,312+1511.4% |