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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 | $65,311 | $202,342-67.7% | $172,753-62.2% | $152,909-57.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.00% | 1029.88%-1020.9pp | 803.00%-794.0pp | 345.46%-336.5pp |
| Employer contribution / active EE | $4,914 | $5,857-16.1% | $5,144-4.5% | $4,764+3.2% |
| Participant deferral / active EE | $7,089 | $5,948+19.2% | $5,198+36.4% | $5,851+21.1% |
| Admin fee / account holder | $179,973 | $17,112+951.8% | $13,956+1189.6% | $11,601+1451.4% |