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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 | $50,382 | $175,259-71.3% | $149,723-66.3% | $139,487-63.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.85% | 166.82%-157.0pp | 134.50%-124.6pp | 373.84%-364.0pp |
| Employer contribution / active EE | $5,507 | $5,478+0.5% | $4,821+14.2% | $4,755+15.8% |
| Participant deferral / active EE | $9,167 | $6,522+40.6% | $5,682+61.3% | $6,713+36.6% |
| Admin fee / account holder | $1,040 | $16,158-93.6% | $13,215-92.1% | $11,407-90.9% |