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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 | $98,132 | $180,749-45.7% | $160,784-39.0% | $137,256-28.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 4.63% | 2234.46%-2229.8pp | 1803.92%-1799.3pp | 220.34%-215.7pp |
| Employer contribution / active EE | $13,078 | $4,155+214.7% | $3,733+250.4% | $4,156+214.7% |
| Participant deferral / active EE | $8,744 | $6,844+27.8% | $6,293+38.9% | $6,407+36.5% |
| Admin fee / account holder | $8,666 | $10,397-16.6% | $9,717-10.8% | $12,270-29.4% |