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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 | $87,664 | $202,342-56.7% | $172,752-49.3% | $152,897-42.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.80% | 1029.83%-1018.0pp | 802.97%-791.2pp | 345.43%-333.6pp |
| Employer contribution / active EE | $2,932 | $5,858-49.9% | $5,144-43.0% | $4,764-38.4% |
| Participant deferral / active EE | $9,388 | $5,948+57.8% | $5,198+80.6% | $5,851+60.4% |
| Admin fee / account holder | $604 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |