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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 | $111,916 | $202,342-44.7% | $172,753-35.2% | $152,909-26.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.96% | 1029.88%-1017.9pp | 803.00%-791.0pp | 345.46%-333.5pp |
| Employer contribution / active EE | $7,867 | $5,857+34.3% | $5,144+52.9% | $4,764+65.1% |
| Participant deferral / active EE | $8,046 | $5,948+35.3% | $5,198+54.8% | $5,851+37.5% |
| Admin fee / account holder | $16,843 | $17,112-1.6% | $13,956+20.7% | $11,601+45.2% |