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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 | $73,567 | $180,749-59.3% | $160,784-54.2% | $137,256-46.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.63% | 2234.46%-2224.8pp | 1803.92%-1794.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $879 | $4,155-78.8% | $3,733-76.4% | $4,156-78.8% |
| Participant deferral / active EE | $1,931 | $6,844-71.8% | $6,293-69.3% | $6,407-69.9% |
| Admin fee / account holder | $1,367 | $10,397-86.8% | $9,717-85.9% | $12,270-88.9% |