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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 | $192,126 | $210,698-8.8% | $178,014+7.9% | $145,959+31.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.05% | 386.27%-383.2pp | 294.80%-291.8pp | 561.95%-558.9pp |
| Employer contribution / active EE | $1,250 | $4,567-72.6% | $3,950-68.4% | $4,661-73.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,908 | $12,016-0.9% | $10,362+14.9% | $13,398-11.1% |