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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 | $70,752 | $160,070-55.8% | $147,117-51.9% | $145,897-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.16% | 98.69%-92.5pp | 420.54%-414.4pp | 552.29%-546.1pp |
| Employer contribution / active EE | $3,318 | $5,285-37.2% | $4,932-32.7% | $4,663-28.8% |
| Participant deferral / active EE | $5,078 | $8,419-39.7% | $8,065-37.0% | $6,689-24.1% |
| Admin fee / account holder | $18,150 | $15,035+20.7% | $12,993+39.7% | $13,390+35.5% |