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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 | $113,401 | $160,070-29.2% | $147,117-22.9% | $145,897-22.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $3,076 | $5,285-41.8% | $4,932-37.6% | $4,663-34.0% |
| Participant deferral / active EE | $9,266 | $8,419+10.1% | $8,065+14.9% | $6,689+38.5% |
| Admin fee / account holder | $2,259 | $15,035-85.0% | $12,993-82.6% | $13,390-83.1% |