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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 | $135,956 | $202,342-32.8% | $172,753-21.3% | $152,909-11.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.26% | 1029.88%-1017.6pp | 803.00%-790.7pp | 345.46%-333.2pp |
| Employer contribution / active EE | $3,311 | $5,857-43.5% | $5,144-35.6% | $4,764-30.5% |
| Participant deferral / active EE | $5,646 | $5,948-5.1% | $5,198+8.6% | $5,851-3.5% |
| Admin fee / account holder | $801 | $17,112-95.3% | $13,956-94.3% | $11,601-93.1% |