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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 | $132,111 | $202,342-34.7% | $172,752-23.5% | $152,897-13.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.21% | 1029.83%-1028.6pp | 802.97%-801.8pp | 345.43%-344.2pp |
| Employer contribution / active EE | $9,000 | $5,858+53.6% | $5,144+75.0% | $4,764+88.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $306 | $17,111-98.2% | $13,955-97.8% | $11,599-97.4% |