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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 | $109,058 | $176,105-38.1% | $159,474-31.6% | $167,536-34.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.00% | 331.91%-323.9pp | 263.68%-255.7pp | 478.82%-470.8pp |
| Employer contribution / active EE | $1,590 | $5,299-70.0% | $4,831-67.1% | $4,839-67.1% |
| Participant deferral / active EE | $6,001 | $7,751-22.6% | $7,353-18.4% | $6,342-5.4% |
| Admin fee / account holder | $1,715 | $12,559-86.3% | $10,802-84.1% | $12,315-86.1% |