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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 | $63,271 | $202,342-68.7% | $172,752-63.4% | $152,897-58.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.90% | 1029.83%-1017.9pp | 802.97%-791.1pp | 345.43%-333.5pp |
| Employer contribution / active EE | $12,483 | $5,858+113.1% | $5,144+142.7% | $4,764+162.1% |
| Participant deferral / active EE | $3,173 | $5,948-46.7% | $5,198-39.0% | $5,851-45.8% |
| Admin fee / account holder | $427 | $17,111-97.5% | $13,955-96.9% | $11,599-96.3% |