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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 | $118,714 | $202,342-41.3% | $172,753-31.3% | $152,909-22.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.54% | 1029.88%-1022.3pp | 803.00%-795.5pp | 345.46%-337.9pp |
| Employer contribution / active EE | $7,769 | $5,857+32.6% | $5,144+51.0% | $4,764+63.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,121 | $17,112-58.4% | $13,956-49.0% | $11,601-38.6% |