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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 | $44,580 | $202,342-78.0% | $172,752-74.2% | $152,897-70.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.62% | 1029.83%-1018.2pp | 802.97%-791.4pp | 345.43%-333.8pp |
| Employer contribution / active EE | $4,720 | $5,858-19.4% | $5,144-8.2% | $4,764-0.9% |
| Participant deferral / active EE | $2,744 | $5,948-53.9% | $5,198-47.2% | $5,851-53.1% |
| Admin fee / account holder | $555 | $17,111-96.8% | $13,955-96.0% | $11,599-95.2% |