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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 | $104,561 | $198,457-47.3% | $170,435-38.7% | $147,586-29.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.18% | 257.30%-249.1pp | 205.94%-197.8pp | 578.59%-570.4pp |
| Employer contribution / active EE | $9,483 | $6,183+53.4% | $5,432+74.6% | $4,876+94.5% |
| Participant deferral / active EE | $9,281 | $5,629+64.9% | $4,939+87.9% | $5,439+70.6% |
| Admin fee / account holder | $696 | $16,852-95.9% | $13,881-95.0% | $10,886-93.6% |