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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 | $165,309 | $134,817+22.6% | $123,973+33.3% | $155,188+6.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 7.78% | 515.49%-507.7pp | 388.13%-380.3pp | 148.84%-141.1pp |
| Employer contribution / active EE | $3,727 | $4,425-15.8% | $4,126-9.7% | $4,248-12.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,779 | $13,245-86.6% | $11,799-84.9% | $14,480-87.7% |