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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 | $36,492 | $160,070-77.2% | $147,117-75.2% | $145,897-75.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.58% | 98.69%-89.1pp | 420.54%-411.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $5,290 | $5,285+0.1% | $4,932+7.2% | $4,663+13.5% |
| Participant deferral / active EE | $11,308 | $8,419+34.3% | $8,065+40.2% | $6,689+69.0% |
| Admin fee / account holder | $6,146 | $15,035-59.1% | $12,993-52.7% | $13,390-54.1% |