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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 | $31,274 | $202,342-84.5% | $172,752-81.9% | $152,897-79.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.43% | 1029.83%-1025.4pp | 802.97%-798.5pp | 345.43%-341.0pp |
| Employer contribution / active EE | $2,301 | $5,858-60.7% | $5,144-55.3% | $4,764-51.7% |
| Participant deferral / active EE | $4,070 | $5,948-31.6% | $5,198-21.7% | $5,851-30.4% |
| Admin fee / account holder | $819 | $17,111-95.2% | $13,955-94.1% | $11,599-92.9% |