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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 | $100,811 | $160,070-37.0% | $147,117-31.5% | $145,897-30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.28% | 98.69%-93.4pp | 420.54%-415.3pp | 552.29%-547.0pp |
| Employer contribution / active EE | $19,766 | $5,285+274.0% | $4,932+300.7% | $4,663+323.9% |
| Participant deferral / active EE | $8,350 | $8,419-0.8% | $8,065+3.5% | $6,689+24.8% |
| Admin fee / account holder | $128,212 | $15,035+752.7% | $12,993+886.8% | $13,390+857.5% |