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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 | $113,894 | $198,457-42.6% | $170,435-33.2% | $147,586-22.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 1.24% | 257.30%-256.1pp | 205.94%-204.7pp | 578.59%-577.4pp |
| Employer contribution / active EE | $6,594 | $6,183+6.6% | $5,432+21.4% | $4,876+35.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23,733 | $16,852+40.8% | $13,881+71.0% | $10,886+118.0% |