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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 | $54,571 | $202,345-73.0% | $172,755-68.4% | $152,885-64.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.81% | 1029.77%-1026.0pp | 802.94%-799.1pp | 345.39%-341.6pp |
| Employer contribution / active EE | $2,869 | $5,858-51.0% | $5,144-44.2% | $4,763-39.8% |
| Participant deferral / active EE | $4,788 | $5,948-19.5% | $5,198-7.9% | $5,851-18.2% |
| Admin fee / account holder | $459 | $17,111-97.3% | $13,955-96.7% | $11,598-96.0% |