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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 | $165,399-72.1% | $149,745-69.2% | $158,982-71.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.52% | 348.34%-343.8pp | 276.72%-272.2pp | 302.99%-298.5pp |
| Employer contribution / active EE | $17,846 | $5,105+249.6% | $4,646+284.1% | $4,763+274.7% |
| Participant deferral / active EE | $7,370 | $7,183+2.6% | $6,843+7.7% | $5,983+23.2% |
| Admin fee / account holder | $114,292 | $10,811+957.2% | $9,312+1127.4% | $11,252+915.8% |