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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 | $100,870 | $160,070-37.0% | $147,117-31.4% | $145,897-30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.56% | 98.69%-89.1pp | 420.54%-411.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $21,380 | $5,285+304.6% | $4,932+333.5% | $4,663+358.5% |
| Participant deferral / active EE | $16,277 | $8,419+93.3% | $8,065+101.8% | $6,689+143.3% |
| Admin fee / account holder | $894 | $15,035-94.1% | $12,993-93.1% | $13,390-93.3% |