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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 | $64,023 | $202,342-68.4% | $172,753-62.9% | $152,909-58.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.03% | 1029.88%-1019.8pp | 803.00%-793.0pp | 345.46%-335.4pp |
| Employer contribution / active EE | $6,815 | $5,857+16.3% | $5,144+32.5% | $4,764+43.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,991 | $17,112+5.1% | $13,956+28.9% | $11,601+55.1% |