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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 | $52,626 | $209,428-74.9% | $178,498-70.5% | $158,950-66.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.37% | 188.78%-183.4pp | 151.09%-145.7pp | 302.91%-297.5pp |
| Employer contribution / active EE | $1,250 | $5,707-78.1% | $5,011-75.1% | $4,762-73.8% |
| Participant deferral / active EE | $8,709 | $5,955+46.2% | $5,202+67.4% | $5,983+45.6% |
| Admin fee / account holder | $20,176 | $17,077+18.1% | $13,985+44.3% | $11,248+79.4% |