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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 | $138,553 | $124,175+11.6% | $108,405+27.8% | $167,536-17.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.44% | 1380.13%-1373.7pp | 905.55%-899.1pp | 478.82%-472.4pp |
| Employer contribution / active EE | $19,390 | $4,188+363.0% | $3,559+444.8% | $4,839+300.7% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,104 | $9,457-88.3% | $7,297-84.9% | $12,315-91.0% |