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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 | $108,065 | $171,867-37.1% | $149,718-27.8% | $147,585-26.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.39% | 2113.36%-2109.0pp | 1501.70%-1497.3pp | 578.57%-574.2pp |
| Employer contribution / active EE | $13,051 | $6,275+108.0% | $5,444+139.7% | $4,876+167.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $690 | $13,799-95.0% | $11,283-93.9% | $10,885-93.7% |