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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 | $98,587 | $171,867-42.6% | $149,721-34.2% | $147,586-33.2% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 0.97% | 2113.36%-2112.4pp | 1501.67%-1500.7pp | 578.59%-577.6pp |
| Employer contribution / active EE | $6,312 | $6,275+0.6% | $5,444+15.9% | $4,876+29.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $531 | $13,799-96.2% | $11,282-95.3% | $10,886-95.1% |