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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 | $131,534 | $160,070-17.8% | $147,117-10.6% | $145,897-9.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.04% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $13,571 | $5,285+156.8% | $4,932+175.1% | $4,663+191.1% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,169 | $15,035-92.2% | $12,993-91.0% | $13,390-91.3% |