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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 | $169,926 | $169,356+0.3% | $129,406+31.3% | $145,897+16.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.14% | 14418.62%-14413.5pp | 9468.18%-9463.0pp | 552.29%-547.1pp |
| Employer contribution / active EE | $30,934 | $5,542+458.2% | $4,155+644.4% | $4,663+563.4% |
| Participant deferral / active EE | $26,000 | $4,987+421.4% | $4,167+523.9% | $6,689+288.7% |
| Admin fee / account holder | $1,696 | $9,915-82.9% | $7,689-77.9% | $13,390-87.3% |