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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 | $95,782 | $202,345-52.7% | $172,755-44.6% | $152,885-37.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.68% | 1029.77%-1026.1pp | 802.94%-799.3pp | 345.39%-341.7pp |
| Employer contribution / active EE | $5,548 | $5,858-5.3% | $5,144+7.9% | $4,763+16.5% |
| Participant deferral / active EE | $5,775 | $5,948-2.9% | $5,198+11.1% | $5,851-1.3% |
| Admin fee / account holder | $337 | $17,111-98.0% | $13,955-97.6% | $11,598-97.1% |