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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 | $114,678 | $180,749-36.6% | $160,784-28.7% | $137,256-16.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.37% | 2234.46%-2225.1pp | 1803.92%-1794.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $20,295 | $4,155+388.4% | $3,733+443.7% | $4,156+388.3% |
| Participant deferral / active EE | $13,950 | $6,844+103.8% | $6,293+121.7% | $6,407+117.7% |
| Admin fee / account holder | $442 | $10,397-95.7% | $9,717-95.4% | $12,270-96.4% |