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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 | $81,653 | $124,175-34.2% | $108,405-24.7% | $167,553-51.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.19% | 1380.13%-1375.9pp | 905.55%-901.4pp | 478.89%-474.7pp |
| Employer contribution / active EE | $4,662 | $4,188+11.3% | $3,559+31.0% | $4,840-3.7% |
| Participant deferral / active EE | $13,652 | $6,908+97.6% | $6,563+108.0% | $6,343+115.2% |
| Admin fee / account holder | $733 | $9,457-92.2% | $7,297-90.0% | $12,316-94.0% |