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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 | $145,187 | $176,105-17.6% | $159,474-9.0% | $167,536-13.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.98% | 331.91%-328.9pp | 263.68%-260.7pp | 478.82%-475.8pp |
| Employer contribution / active EE | $8,288 | $5,299+56.4% | $4,831+71.6% | $4,839+71.3% |
| Participant deferral / active EE | $7,653 | $7,751-1.3% | $7,353+4.1% | $6,342+20.7% |
| Admin fee / account holder | $1,622 | $12,559-87.1% | $10,802-85.0% | $12,315-86.8% |