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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 | $169,361-26.8% | $129,397-4.1% | $145,877-15.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.24% | 14395.54%-14390.3pp | 9453.98%-9448.7pp | 551.28%-546.0pp |
| Employer contribution / active EE | $8,800 | $5,542+58.8% | $4,154+111.8% | $4,663+88.7% |
| Participant deferral / active EE | $18,850 | $4,987+277.9% | $4,167+352.3% | $6,691+181.7% |
| Admin fee / account holder | $954 | $9,903-90.4% | $7,679-87.6% | $13,402-92.9% |