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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 | $99,886 | $202,342-50.6% | $172,753-42.2% | $152,909-34.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.60% | 1029.88%-1026.3pp | 803.00%-799.4pp | 345.46%-341.9pp |
| Employer contribution / active EE | $4,809 | $5,857-17.9% | $5,144-6.5% | $4,764+0.9% |
| Participant deferral / active EE | $8,243 | $5,948+38.6% | $5,198+58.6% | $5,851+40.9% |
| Admin fee / account holder | $2,307 | $17,112-86.5% | $13,956-83.5% | $11,601-80.1% |