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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 | $130,926 | $202,345-35.3% | $172,755-24.2% | $152,885-14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.13% | 1029.77%-1025.6pp | 802.94%-798.8pp | 345.39%-341.3pp |
| Employer contribution / active EE | $13,009 | $5,858+122.1% | $5,144+152.9% | $4,763+173.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $100,886 | $17,111+489.6% | $13,955+622.9% | $11,598+769.8% |