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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 | $73,506 | $159,934-54.0% | $147,005-50.0% | $145,959-49.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.42% | 98.24%-92.8pp | 418.76%-413.3pp | 561.95%-556.5pp |
| Employer contribution / active EE | $15,495 | $5,287+193.1% | $4,934+214.0% | $4,661+232.4% |
| Participant deferral / active EE | $9,125 | $8,427+8.3% | $8,070+13.1% | $6,689+36.4% |
| Admin fee / account holder | $12,500 | $15,053-17.0% | $13,006-3.9% | $13,398-6.7% |