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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 | $96,116 | $160,070-40.0% | $147,117-34.7% | $145,897-34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.67% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,532 | $5,285-52.1% | $4,932-48.7% | $4,663-45.7% |
| Participant deferral / active EE | $3,034 | $8,419-64.0% | $8,065-62.4% | $6,689-54.6% |
| Admin fee / account holder | $38,500 | $15,035+156.1% | $12,993+196.3% | $13,390+187.5% |