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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 | $77,499 | $202,342-61.7% | $172,753-55.1% | $152,909-49.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.74% | 1029.88%-1022.1pp | 803.00%-795.3pp | 345.46%-337.7pp |
| Employer contribution / active EE | $5,072 | $5,857-13.4% | $5,144-1.4% | $4,764+6.5% |
| Participant deferral / active EE | $5,839 | $5,948-1.8% | $5,198+12.3% | $5,851-0.2% |
| Admin fee / account holder | $588 | $17,112-96.6% | $13,956-95.8% | $11,601-94.9% |