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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 | $135,708 | $202,342-32.9% | $172,753-21.4% | $152,909-11.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.49% | 1029.88%-1020.4pp | 803.00%-793.5pp | 345.46%-336.0pp |
| Employer contribution / active EE | $15,470 | $5,857+164.1% | $5,144+200.8% | $4,764+224.7% |
| Participant deferral / active EE | $9,774 | $5,948+64.3% | $5,198+88.0% | $5,851+67.0% |
| Admin fee / account holder | $314 | $17,112-98.2% | $13,956-97.8% | $11,601-97.3% |