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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 | $110,479 | $160,070-31.0% | $147,117-24.9% | $145,897-24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.12% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,808 | $5,285-46.9% | $4,932-43.1% | $4,663-39.8% |
| Participant deferral / active EE | $16,757 | $8,419+99.0% | $8,065+107.8% | $6,689+150.5% |
| Admin fee / account holder | $852 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |