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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 | $59,397 | $159,934-62.9% | $147,005-59.6% | $145,959-59.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.16% | 98.24%-89.1pp | 418.76%-409.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $6,139 | $5,287+16.1% | $4,934+24.4% | $4,661+31.7% |
| Participant deferral / active EE | $17,833 | $8,427+111.6% | $8,070+121.0% | $6,689+166.6% |
| Admin fee / account holder | $1,304 | $15,053-91.3% | $13,006-90.0% | $13,398-90.3% |