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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 | $99,832 | $160,070-37.6% | $147,117-32.1% | $145,897-31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.01% | 98.69%-91.7pp | 420.54%-413.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $17,001 | $5,285+221.7% | $4,932+244.7% | $4,663+264.6% |
| Participant deferral / active EE | $15,916 | $8,419+89.0% | $8,065+97.4% | $6,689+137.9% |
| Admin fee / account holder | $608 | $15,035-96.0% | $12,993-95.3% | $13,390-95.5% |