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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 | $98,492 | $169,356-41.8% | $129,406-23.9% | $145,897-32.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.26% | 14418.62%-14412.4pp | 9468.18%-9461.9pp | 552.29%-546.0pp |
| Employer contribution / active EE | $23,931 | $5,542+331.8% | $4,155+475.9% | $4,663+413.2% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,689+71.9% |
| Admin fee / account holder | $493 | $9,915-95.0% | $7,689-93.6% | $13,390-96.3% |