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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 | $96,309 | $202,342-52.4% | $172,753-44.3% | $152,909-37.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.55% | 1029.88%-1028.3pp | 803.00%-801.5pp | 345.46%-343.9pp |
| Employer contribution / active EE | $1,605 | $5,857-72.6% | $5,144-68.8% | $4,764-66.3% |
| Participant deferral / active EE | $5,053 | $5,948-15.1% | $5,198-2.8% | $5,851-13.6% |
| Admin fee / account holder | $1,614 | $17,112-90.6% | $13,956-88.4% | $11,601-86.1% |