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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 | $58,376 | $202,342-71.1% | $172,753-66.2% | $152,909-61.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.28% | 1029.88%-1025.6pp | 803.00%-798.7pp | 345.46%-341.2pp |
| Employer contribution / active EE | $1,435 | $5,857-75.5% | $5,144-72.1% | $4,764-69.9% |
| Participant deferral / active EE | $4,287 | $5,948-27.9% | $5,198-17.5% | $5,851-26.7% |
| Admin fee / account holder | $410 | $17,112-97.6% | $13,956-97.1% | $11,601-96.5% |