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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 | $71,984 | $202,345-64.4% | $172,755-58.3% | $152,885-52.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.87% | 1029.77%-1025.9pp | 802.94%-799.1pp | 345.39%-341.5pp |
| Employer contribution / active EE | $2,955 | $5,858-49.5% | $5,144-42.5% | $4,763-38.0% |
| Participant deferral / active EE | $4,721 | $5,948-20.6% | $5,198-9.2% | $5,851-19.3% |
| Admin fee / account holder | $37,947 | $17,111+121.8% | $13,955+171.9% | $11,598+227.2% |