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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 | $69,911 | $160,028-56.3% | $147,080-52.5% | $145,884-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.22% | 98.60%-89.4pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $6,050 | $5,286+14.5% | $4,933+22.6% | $4,662+29.8% |
| Participant deferral / active EE | $16,550 | $8,422+96.5% | $8,066+105.2% | $6,690+147.4% |
| Admin fee / account holder | $20,392 | $15,030+35.7% | $12,989+57.0% | $13,392+52.3% |