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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 | $99,695 | $160,070-37.7% | $147,117-32.2% | $145,897-31.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.45% | 98.69%-89.2pp | 420.54%-411.1pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,479 | $5,285-53.1% | $4,932-49.7% | $4,663-46.8% |
| Participant deferral / active EE | $7,174 | $8,419-14.8% | $8,065-11.0% | $6,689+7.2% |
| Admin fee / account holder | $856 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |