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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 | $96,318 | $160,070-39.8% | $147,117-34.5% | $145,897-34.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.52% | 98.69%-91.2pp | 420.54%-413.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $5,309 | $5,285+0.5% | $4,932+7.6% | $4,663+13.9% |
| Participant deferral / active EE | $6,679 | $8,419-20.7% | $8,065-17.2% | $6,689-0.2% |
| Admin fee / account holder | $4,833 | $15,035-67.9% | $12,993-62.8% | $13,390-63.9% |