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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 | $139,128 | $160,040-13.1% | $147,096-5.4% | $145,877-4.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.66% | 98.49%-89.8pp | 419.75%-411.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $7,208 | $5,289+36.3% | $4,936+46.0% | $4,663+54.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,941 | $15,050-33.9% | $13,005-23.6% | $13,402-25.8% |