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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 | $46,637 | $165,381-71.8% | $149,730-68.9% | $158,966-70.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.17% | 348.29%-343.1pp | 276.70%-271.5pp | 302.95%-297.8pp |
| Employer contribution / active EE | $15,043 | $5,104+194.7% | $4,645+223.8% | $4,762+215.9% |
| Participant deferral / active EE | $7,435 | $7,182+3.5% | $6,843+8.7% | $5,983+24.3% |
| Admin fee / account holder | $7,431 | $10,809-31.3% | $9,310-20.2% | $11,250-33.9% |