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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 | $87,197 | $202,342-56.9% | $172,752-49.5% | $152,897-43.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.35% | 1029.83%-1023.5pp | 802.97%-796.6pp | 345.43%-339.1pp |
| Employer contribution / active EE | $9,578 | $5,858+63.5% | $5,144+86.2% | $4,764+101.1% |
| Participant deferral / active EE | $8,657 | $5,948+45.5% | $5,198+66.5% | $5,851+48.0% |
| Admin fee / account holder | $336 | $17,111-98.0% | $13,955-97.6% | $11,599-97.1% |