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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 | $121,037 | $160,040-24.4% | $147,096-17.7% | $145,877-17.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.02% | 98.49%-90.5pp | 419.75%-411.7pp | 551.28%-543.3pp |
| Employer contribution / active EE | $55,217 | $5,289+943.9% | $4,936+1018.7% | $4,663+1084.2% |
| Participant deferral / active EE | $24,660 | $8,429+192.6% | $8,071+205.5% | $6,691+268.6% |
| Admin fee / account holder | $882 | $15,050-94.1% | $13,005-93.2% | $13,402-93.4% |