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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 | $134,561 | $202,342-33.5% | $172,753-22.1% | $152,909-12.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.00% | 1029.88%-1019.9pp | 803.00%-793.0pp | 345.46%-335.5pp |
| Employer contribution / active EE | $29,281 | $5,857+399.9% | $5,144+469.2% | $4,764+514.7% |
| Participant deferral / active EE | $4,659 | $5,948-21.7% | $5,198-10.4% | $5,851-20.4% |
| Admin fee / account holder | $641 | $17,112-96.3% | $13,956-95.4% | $11,601-94.5% |