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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 | $86,896 | $202,342-57.1% | $172,753-49.7% | $152,909-43.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.07% | 1029.88%-1021.8pp | 803.00%-794.9pp | 345.46%-337.4pp |
| Employer contribution / active EE | $5,322 | $5,857-9.1% | $5,144+3.5% | $4,764+11.7% |
| Participant deferral / active EE | $12,000 | $5,948+101.7% | $5,198+130.9% | $5,851+105.1% |
| Admin fee / account holder | $134,968 | $17,112+688.8% | $13,956+867.1% | $11,601+1063.4% |