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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 | $138,649 | $165,399-16.2% | $149,745-7.4% | $158,982-12.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.25% | 348.34%-343.1pp | 276.72%-271.5pp | 302.99%-297.7pp |
| Employer contribution / active EE | $11,340 | $5,105+122.2% | $4,646+144.1% | $4,763+138.1% |
| Participant deferral / active EE | $9,747 | $7,183+35.7% | $6,843+42.4% | $5,983+62.9% |
| Admin fee / account holder | $64,279 | $10,811+494.6% | $9,312+590.3% | $11,252+471.3% |