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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 | $36,955 | $202,342-81.7% | $172,752-78.6% | $152,897-75.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.39% | 1029.83%-1025.4pp | 802.97%-798.6pp | 345.43%-341.0pp |
| Employer contribution / active EE | $2,822 | $5,858-51.8% | $5,144-45.1% | $4,764-40.8% |
| Participant deferral / active EE | $10,587 | $5,948+78.0% | $5,198+103.7% | $5,851+80.9% |
| Admin fee / account holder | $675 | $17,111-96.1% | $13,955-95.2% | $11,599-94.2% |