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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 | $121,073 | $159,934-24.3% | $147,005-17.6% | $145,959-17.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.52% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $6,333 | $5,287+19.8% | $4,934+28.3% | $4,661+35.9% |
| Participant deferral / active EE | $8,147 | $8,427-3.3% | $8,070+1.0% | $6,689+21.8% |
| Admin fee / account holder | $1,229 | $15,053-91.8% | $13,006-90.5% | $13,398-90.8% |