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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 | $94,921 | $202,326-53.1% | $172,745-45.1% | $152,870-37.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.11% | 1029.72%-1017.6pp | 802.90%-790.8pp | 345.34%-333.2pp |
| Employer contribution / active EE | $2,569 | $5,858-56.1% | $5,144-50.1% | $4,763-46.1% |
| Participant deferral / active EE | $4,271 | $5,948-28.2% | $5,197-17.8% | $5,850-27.0% |
| Admin fee / account holder | $2,815 | $17,110-83.5% | $13,954-79.8% | $11,597-75.7% |