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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 | $224,169 | $165,399+35.5% | $149,745+49.7% | $158,982+41.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.34% | 348.34%-346.0pp | 276.72%-274.4pp | 302.99%-300.7pp |
| Employer contribution / active EE | $3,500 | $5,105-31.4% | $4,646-24.7% | $4,763-26.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,560 | $10,811-2.3% | $9,312+13.4% | $11,252-6.1% |