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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 | $126,285 | $180,749-30.1% | $160,784-21.5% | $137,256-8.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 5.33% | 2234.46%-2229.1pp | 1803.92%-1798.6pp | 220.34%-215.0pp |
| Employer contribution / active EE | $993 | $4,155-76.1% | $3,733-73.4% | $4,156-76.1% |
| Participant deferral / active EE | $7,919 | $6,844+15.7% | $6,293+25.8% | $6,407+23.6% |
| Admin fee / account holder | $1,491 | $10,397-85.7% | $9,717-84.7% | $12,270-87.9% |