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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 | $55,974 | $184,000-69.6% | $162,185-65.5% | $152,909-63.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.56% | 150.80%-139.2pp | 115.61%-104.0pp | 345.46%-333.9pp |
| Employer contribution / active EE | $6,947 | $6,370+9.1% | $5,613+23.8% | $4,764+45.8% |
| Participant deferral / active EE | $18,253 | $8,033+127.2% | $7,297+150.1% | $5,851+211.9% |
| Admin fee / account holder | $2,462 | $13,124-81.2% | $10,844-77.3% | $11,601-78.8% |