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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 | $64,105 | $202,342-68.3% | $172,752-62.9% | $152,897-58.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.83% | 1029.83%-1018.0pp | 802.97%-791.1pp | 345.43%-333.6pp |
| Employer contribution / active EE | $2,682 | $5,858-54.2% | $5,144-47.9% | $4,764-43.7% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $1,484 | $17,111-91.3% | $13,955-89.4% | $11,599-87.2% |