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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 | $64,127 | $160,070-59.9% | $147,117-56.4% | $145,897-56.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.58% | 98.69%-90.1pp | 420.54%-412.0pp | 552.29%-543.7pp |
| Employer contribution / active EE | $11,071 | $5,285+109.5% | $4,932+124.5% | $4,663+137.4% |
| Participant deferral / active EE | $33,935 | $8,419+303.1% | $8,065+320.8% | $6,689+407.3% |
| Admin fee / account holder | $38,460 | $15,035+155.8% | $12,993+196.0% | $13,390+187.2% |