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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 | $70,636 | $202,342-65.1% | $172,753-59.1% | $152,909-53.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.46% | 1029.88%-1022.4pp | 803.00%-795.5pp | 345.46%-338.0pp |
| Employer contribution / active EE | $6,248 | $5,857+6.7% | $5,144+21.5% | $4,764+31.2% |
| Participant deferral / active EE | $5,787 | $5,948-2.7% | $5,198+11.3% | $5,851-1.1% |
| Admin fee / account holder | $1,601 | $17,112-90.6% | $13,956-88.5% | $11,601-86.2% |