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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 | $144,015 | $160,040-10.0% | $147,096-2.1% | $145,877-1.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.68% | 98.49%-93.8pp | 419.75%-415.1pp | 551.28%-546.6pp |
| Employer contribution / active EE | $6,333 | $5,289+19.7% | $4,936+28.3% | $4,663+35.8% |
| Participant deferral / active EE | $3,000 | $8,429-64.4% | $8,071-62.8% | $6,691-55.2% |
| Admin fee / account holder | $14,583 | $15,050-3.1% | $13,005+12.1% | $13,402+8.8% |