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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 | $120,249 | $171,867-30.0% | $149,721-19.7% | $147,586-18.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.95% | 2113.36%-2110.4pp | 1501.67%-1498.7pp | 578.59%-575.6pp |
| Employer contribution / active EE | $2,214 | $6,275-64.7% | $5,444-59.3% | $4,876-54.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $657 | $13,799-95.2% | $11,282-94.2% | $10,886-94.0% |