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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 | $41,995 | $171,867-75.6% | $149,721-72.0% | $147,586-71.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.96% | 2113.36%-2108.4pp | 1501.67%-1496.7pp | 578.59%-573.6pp |
| Employer contribution / active EE | $10,921 | $6,275+74.0% | $5,444+100.6% | $4,876+123.9% |
| Participant deferral / active EE | $6,815 | $7,270-6.3% | $6,568+3.8% | $5,439+25.3% |
| Admin fee / account holder | $885 | $13,799-93.6% | $11,282-92.2% | $10,886-91.9% |