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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 | $37,985 | $202,342-81.2% | $172,752-78.0% | $152,897-75.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.44% | 1029.83%-1018.4pp | 802.97%-791.5pp | 345.43%-334.0pp |
| Employer contribution / active EE | $2,436 | $5,858-58.4% | $5,144-52.6% | $4,764-48.9% |
| Participant deferral / active EE | $5,341 | $5,948-10.2% | $5,198+2.7% | $5,851-8.7% |
| Admin fee / account holder | $457 | $17,111-97.3% | $13,955-96.7% | $11,599-96.1% |