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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 | $77,429 | $180,749-57.2% | $160,784-51.8% | $137,256-43.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 4.79% | 2234.46%-2229.7pp | 1803.92%-1799.1pp | 220.34%-215.5pp |
| Employer contribution / active EE | $5,600 | $4,155+34.8% | $3,733+50.0% | $4,156+34.7% |
| Participant deferral / active EE | $28,500 | $6,844+316.4% | $6,293+352.9% | $6,407+344.8% |
| Admin fee / account holder | $613 | $10,397-94.1% | $9,717-93.7% | $12,270-95.0% |