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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 | $31,645 | $202,342-84.4% | $172,752-81.7% | $152,897-79.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.25% | 1029.83%-1024.6pp | 802.97%-797.7pp | 345.43%-340.2pp |
| Employer contribution / active EE | $2,648 | $5,858-54.8% | $5,144-48.5% | $4,764-44.4% |
| Participant deferral / active EE | $2,648 | $5,948-55.5% | $5,198-49.1% | $5,851-54.7% |
| Admin fee / account holder | $1,312 | $17,111-92.3% | $13,955-90.6% | $11,599-88.7% |