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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 | $97,928 | $202,342-51.6% | $172,752-43.3% | $152,897-36.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.38% | 1029.83%-1026.4pp | 802.97%-799.6pp | 345.43%-342.1pp |
| Employer contribution / active EE | $7,370 | $5,858+25.8% | $5,144+43.3% | $4,764+54.7% |
| Participant deferral / active EE | $7,933 | $5,948+33.4% | $5,198+52.6% | $5,851+35.6% |
| Admin fee / account holder | $455 | $17,111-97.3% | $13,955-96.7% | $11,599-96.1% |