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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 | $138,469 | $157,276-12.0% | $141,177-1.9% | $152,885-9.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.63% | 64.33%-60.7pp | 71.40%-67.8pp | 345.39%-341.8pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,037 | $12,123-91.4% | $10,263-89.9% | $11,598-91.1% |