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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 | $102,791 | $176,077-41.6% | $159,455-35.5% | $167,518-38.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.80% | 331.83%-322.0pp | 263.63%-253.8pp | 478.71%-468.9pp |
| Employer contribution / active EE | $12,243 | $5,298+131.1% | $4,830+153.5% | $4,838+153.0% |
| Participant deferral / active EE | $13,602 | $7,751+75.5% | $7,353+85.0% | $6,342+114.5% |
| Admin fee / account holder | $1,268 | $12,556-89.9% | $10,800-88.3% | $12,312-89.7% |