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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 | $46,141 | $165,361-72.1% | $149,715-69.2% | $158,950-71.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.52% | 348.24%-343.7pp | 276.66%-272.1pp | 302.91%-298.4pp |
| Employer contribution / active EE | $17,846 | $5,103+249.7% | $4,645+284.2% | $4,762+274.8% |
| Participant deferral / active EE | $7,370 | $7,182+2.6% | $6,842+7.7% | $5,983+23.2% |
| Admin fee / account holder | $114,292 | $10,808+957.5% | $9,310+1127.7% | $11,248+916.1% |