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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 | $61,402 | $159,934-61.6% | $147,005-58.2% | $145,959-57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.69% | 98.24%-90.6pp | 418.76%-411.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $18,678 | $5,287+253.3% | $4,934+278.5% | $4,661+300.7% |
| Participant deferral / active EE | $11,785 | $8,427+39.8% | $8,070+46.0% | $6,689+76.2% |
| Admin fee / account holder | $35,900 | $15,053+138.5% | $13,006+176.0% | $13,398+168.0% |