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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 | $68,615 | $202,342-66.1% | $172,753-60.3% | $152,909-55.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.01% | 1029.88%-1019.9pp | 803.00%-793.0pp | 345.46%-335.5pp |
| Employer contribution / active EE | $10,761 | $5,857+83.7% | $5,144+109.2% | $4,764+125.9% |
| Participant deferral / active EE | $13,161 | $5,948+121.3% | $5,198+153.2% | $5,851+124.9% |
| Admin fee / account holder | $35,116 | $17,112+105.2% | $13,956+151.6% | $11,601+202.7% |