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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 | $100,131 | $176,077-43.1% | $159,455-37.2% | $167,518-40.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.61% | 331.83%-327.2pp | 263.63%-259.0pp | 478.71%-474.1pp |
| Employer contribution / active EE | $6,262 | $5,298+18.2% | $4,830+29.6% | $4,838+29.4% |
| Participant deferral / active EE | $6,262 | $7,751-19.2% | $7,353-14.8% | $6,342-1.3% |
| Admin fee / account holder | $4,706 | $12,556-62.5% | $10,800-56.4% | $12,312-61.8% |