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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 | $97,632 | $176,105-44.6% | $159,474-38.8% | $167,536-41.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.55% | 331.91%-323.4pp | 263.68%-255.1pp | 478.82%-470.3pp |
| Employer contribution / active EE | $44,006 | $5,299+730.5% | $4,831+811.0% | $4,839+809.4% |
| Participant deferral / active EE | $19,500 | $7,751+151.6% | $7,353+165.2% | $6,342+207.5% |
| Admin fee / account holder | $684 | $12,559-94.6% | $10,802-93.7% | $12,315-94.4% |