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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 | $130,551 | $176,105-25.9% | $159,474-18.1% | $167,536-22.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.00% | 331.91%-322.9pp | 263.68%-254.7pp | 478.82%-469.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $16,000 | $7,751+106.4% | $7,353+117.6% | $6,342+152.3% |
| Admin fee / account holder | $799 | $12,559-93.6% | $10,802-92.6% | $12,315-93.5% |