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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 | $127,815 | $176,077-27.4% | $159,455-19.8% | $167,518-23.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.37% | 331.83%-324.5pp | 263.63%-256.3pp | 478.71%-471.3pp |
| Employer contribution / active EE | $2,053 | $5,298-61.2% | $4,830-57.5% | $4,838-57.6% |
| Participant deferral / active EE | $5,469 | $7,751-29.4% | $7,353-25.6% | $6,342-13.8% |
| Admin fee / account holder | $1,819 | $12,556-85.5% | $10,800-83.2% | $12,312-85.2% |