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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 | $121,040 | $160,028-24.4% | $147,080-17.7% | $145,884-17.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.21% | 98.60%-92.4pp | 420.17%-414.0pp | 551.85%-545.6pp |
| Employer contribution / active EE | $6,223 | $5,286+17.7% | $4,933+26.1% | $4,662+33.5% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $852 | $15,030-94.3% | $12,989-93.4% | $13,392-93.6% |