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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 | $123,315 | $202,342-39.1% | $172,752-28.6% | $152,897-19.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.90% | 1029.83%-1025.9pp | 802.97%-799.1pp | 345.43%-341.5pp |
| Employer contribution / active EE | $2,739 | $5,858-53.2% | $5,144-46.7% | $4,764-42.5% |
| Participant deferral / active EE | $6,307 | $5,948+6.0% | $5,198+21.3% | $5,851+7.8% |
| Admin fee / account holder | $3,257 | $17,111-81.0% | $13,955-76.7% | $11,599-71.9% |