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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 | $116,384 | $202,342-42.5% | $172,752-32.6% | $152,897-23.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.68% | 1029.83%-1023.1pp | 802.97%-796.3pp | 345.43%-338.7pp |
| Employer contribution / active EE | $9,794 | $5,858+67.2% | $5,144+90.4% | $4,764+105.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $307 | $17,111-98.2% | $13,955-97.8% | $11,599-97.4% |