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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 | $85,155 | $156,927-45.7% | $121,169-29.7% | $139,456-38.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.93% | 1475.85%-1466.9pp | 986.71%-977.8pp | 373.45%-364.5pp |
| Employer contribution / active EE | $5,355 | $5,542-3.4% | $4,168+28.5% | $4,753+12.7% |
| Participant deferral / active EE | $15,383 | $4,848+217.3% | $4,083+276.8% | $6,711+129.2% |
| Admin fee / account holder | $894 | $6,946-87.1% | $5,645-84.2% | $11,407-92.2% |