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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 | $86,394 | $202,342-57.3% | $172,753-50.0% | $152,909-43.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.96% | 1029.88%-1018.9pp | 803.00%-792.0pp | 345.46%-334.5pp |
| Employer contribution / active EE | $6,336 | $5,857+8.2% | $5,144+23.2% | $4,764+33.0% |
| Participant deferral / active EE | $3,832 | $5,948-35.6% | $5,198-26.3% | $5,851-34.5% |
| Admin fee / account holder | $3,640 | $17,112-78.7% | $13,956-73.9% | $11,601-68.6% |