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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 | $56,822 | $202,342-71.9% | $172,752-67.1% | $152,897-62.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.66% | 1029.83%-1025.2pp | 802.97%-798.3pp | 345.43%-340.8pp |
| Employer contribution / active EE | $1,681 | $5,858-71.3% | $5,144-67.3% | $4,764-64.7% |
| Participant deferral / active EE | $6,196 | $5,948+4.2% | $5,198+19.2% | $5,851+5.9% |
| Admin fee / account holder | $689 | $17,111-96.0% | $13,955-95.1% | $11,599-94.1% |