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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 | $196,977 | $169,361+16.3% | $129,397+52.2% | $145,877+35.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 2.65% | 14395.54%-14392.9pp | 9453.98%-9451.3pp | 551.28%-548.6pp |
| Employer contribution / active EE | $2,725 | $5,542-50.8% | $4,154-34.4% | $4,663-41.6% |
| Participant deferral / active EE | $8,996 | $4,987+80.4% | $4,167+115.9% | $6,691+34.5% |
| Admin fee / account holder | $1,391 | $9,903-86.0% | $7,679-81.9% | $13,402-89.6% |