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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 | $56,763 | $202,342-71.9% | $172,752-67.1% | $152,897-62.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.96% | 1029.83%-1018.9pp | 802.97%-792.0pp | 345.43%-334.5pp |
| Employer contribution / active EE | $2,463 | $5,858-57.9% | $5,144-52.1% | $4,764-48.3% |
| Participant deferral / active EE | $10,304 | $5,948+73.2% | $5,198+98.2% | $5,851+76.1% |
| Admin fee / account holder | $763 | $17,111-95.5% | $13,955-94.5% | $11,599-93.4% |