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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 | $149,087 | $202,342-26.3% | $172,752-13.7% | $152,897-2.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.85% | 1029.83%-1019.0pp | 802.97%-792.1pp | 345.43%-334.6pp |
| Employer contribution / active EE | $5,525 | $5,858-5.7% | $5,144+7.4% | $4,764+16.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,251 | $17,111-57.6% | $13,955-48.0% | $11,599-37.5% |