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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 | $158,408 | $159,978-1.0% | $147,041+7.7% | $145,978+8.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.19% | 98.36%-90.2pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $10,152 | $5,288+92.0% | $4,935+105.7% | $4,662+117.8% |
| Participant deferral / active EE | $9,233 | $8,429+9.5% | $8,071+14.4% | $6,690+38.0% |
| Admin fee / account holder | $5,713 | $15,053-62.0% | $13,006-56.1% | $13,400-57.4% |