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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 | $111,743 | $160,070-30.2% | $147,117-24.0% | $145,897-23.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 98.69%-89.2pp | 420.54%-411.1pp | 552.29%-542.8pp |
| Employer contribution / active EE | $15,644 | $5,285+196.0% | $4,932+217.2% | $4,663+235.5% |
| Participant deferral / active EE | $15,036 | $8,419+78.6% | $8,065+86.4% | $6,689+124.8% |
| Admin fee / account holder | $31,692 | $15,035+110.8% | $12,993+143.9% | $13,390+136.7% |