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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 | $114,757 | $202,342-43.3% | $172,752-33.6% | $152,897-24.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.49% | 1029.83%-1025.3pp | 802.97%-798.5pp | 345.43%-340.9pp |
| Employer contribution / active EE | $1,360 | $5,858-76.8% | $5,144-73.6% | $4,764-71.5% |
| Participant deferral / active EE | $4,835 | $5,948-18.7% | $5,198-7.0% | $5,851-17.4% |
| Admin fee / account holder | $5,050 | $17,111-70.5% | $13,955-63.8% | $11,599-56.5% |