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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 | $45,214 | $209,847-78.5% | $189,520-76.1% | $167,518-73.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.91% | 748.45%-739.5pp | 555.25%-546.3pp | 478.71%-469.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $19,500 | $8,934+118.3% | $8,220+137.2% | $6,342+207.5% |
| Admin fee / account holder | $410 | $14,295-97.1% | $12,046-96.6% | $12,312-96.7% |