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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 | $116,054 | $202,342-42.6% | $172,752-32.8% | $152,897-24.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.69% | 1029.83%-1027.1pp | 802.97%-800.3pp | 345.43%-342.7pp |
| Employer contribution / active EE | $4,970 | $5,858-15.2% | $5,144-3.4% | $4,764+4.3% |
| Participant deferral / active EE | $5,523 | $5,948-7.1% | $5,198+6.3% | $5,851-5.6% |
| Admin fee / account holder | $405 | $17,111-97.6% | $13,955-97.1% | $11,599-96.5% |