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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 | $96,658 | $109,863-12.0% | $98,477-1.8% | $167,518-42.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 4.01% | 1958.09%-1954.1pp | 1493.59%-1489.6pp | 478.71%-474.7pp |
| Employer contribution / active EE | $5,850 | $3,225+81.4% | $2,961+97.6% | $4,838+20.9% |
| Participant deferral / active EE | $8,411 | $4,673+80.0% | $4,276+96.7% | $6,342+32.6% |
| Admin fee / account holder | $1,439 | $6,755-78.7% | $5,951-75.8% | $12,312-88.3% |