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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 | $31,168 | $202,342-84.6% | $172,753-82.0% | $152,909-79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.48% | 1029.88%-1021.4pp | 803.00%-794.5pp | 345.46%-337.0pp |
| Employer contribution / active EE | $5,920 | $5,857+1.1% | $5,144+15.1% | $4,764+24.3% |
| Participant deferral / active EE | $2,925 | $5,948-50.8% | $5,198-43.7% | $5,851-50.0% |
| Admin fee / account holder | $4,168 | $17,112-75.6% | $13,956-70.1% | $11,601-64.1% |