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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 | $98,317 | $202,342-51.4% | $172,753-43.1% | $152,909-35.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.55% | 1029.88%-1021.3pp | 803.00%-794.5pp | 345.46%-336.9pp |
| Employer contribution / active EE | $7,319 | $5,857+25.0% | $5,144+42.3% | $4,764+53.6% |
| Participant deferral / active EE | $6,855 | $5,948+15.2% | $5,198+31.9% | $5,851+17.2% |
| Admin fee / account holder | $508 | $17,112-97.0% | $13,956-96.4% | $11,601-95.6% |