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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 | $124,053 | $169,161-26.7% | $129,295-4.1% | $145,959-15.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.24% | 14348.07%-14342.8pp | 9429.28%-9424.0pp | 561.95%-556.7pp |
| Employer contribution / active EE | $8,800 | $5,543+58.7% | $4,157+111.7% | $4,661+88.8% |
| Participant deferral / active EE | $18,850 | $4,989+277.8% | $4,169+352.1% | $6,689+181.8% |
| Admin fee / account holder | $954 | $9,878-90.3% | $7,665-87.6% | $13,398-92.9% |