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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 | $81,614 | $88,778-8.1% | $81,844-0.3% | $145,884-44.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.10% | 1033.03%-1023.9pp | 778.87%-769.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,701 | $3,087-12.5% | $2,916-7.4% | $4,662-42.1% |
| Participant deferral / active EE | $6,928 | $4,648+49.1% | $4,323+60.2% | $6,690+3.6% |
| Admin fee / account holder | $493 | $8,430-94.1% | $7,355-93.3% | $13,392-96.3% |