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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 | $169,336+0.3% | $129,384+31.3% | $145,884+16.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.14% | 14408.70%-14403.6pp | 9461.77%-9456.6pp | 551.85%-546.7pp |
| Employer contribution / active EE | $30,934 | $5,540+458.4% | $4,153+644.8% | $4,662+563.5% |
| Participant deferral / active EE | $26,000 | $4,985+421.6% | $4,166+524.1% | $6,690+288.7% |
| Admin fee / account holder | $1,696 | $9,912-82.9% | $7,686-77.9% | $13,392-87.3% |