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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 | $121,512 | $159,978-24.0% | $147,041-17.4% | $145,978-16.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.99% | 98.36%-89.4pp | 419.21%-410.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $2,082 | $5,288-60.6% | $4,935-57.8% | $4,662-55.3% |
| Participant deferral / active EE | $4,375 | $8,429-48.1% | $8,071-45.8% | $6,690-34.6% |
| Admin fee / account holder | $1,104 | $15,053-92.7% | $13,006-91.5% | $13,400-91.8% |