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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 | $96,005 | $171,867-44.1% | $149,716-35.9% | $147,585-34.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.04% | 2113.36%-2106.3pp | 1501.67%-1494.6pp | 578.58%-571.5pp |
| Employer contribution / active EE | $11,914 | $6,275+89.9% | $5,444+118.8% | $4,876+144.3% |
| Participant deferral / active EE | $6,695 | $7,270-7.9% | $6,568+1.9% | $5,439+23.1% |
| Admin fee / account holder | $1,616 | $13,799-88.3% | $11,282-85.7% | $10,886-85.2% |