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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 | $127,203 | $171,867-26.0% | $149,721-15.0% | $147,586-13.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.38% | 2113.36%-2113.0pp | 1501.67%-1501.3pp | 578.59%-578.2pp |
| Employer contribution / active EE | $4,200 | $6,275-33.1% | $5,444-22.9% | $4,876-13.9% |
| Participant deferral / active EE | $21,000 | $7,270+188.9% | $6,568+219.7% | $5,439+286.1% |
| Admin fee / account holder | $1,250 | $13,799-90.9% | $11,282-88.9% | $10,886-88.5% |