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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 | $89,379 | $160,070-44.2% | $147,117-39.2% | $145,897-38.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.63% | 98.69%-90.1pp | 420.54%-411.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $4,656 | $5,285-11.9% | $4,932-5.6% | $4,663-0.1% |
| Participant deferral / active EE | $6,949 | $8,419-17.5% | $8,065-13.8% | $6,689+3.9% |
| Admin fee / account holder | $2,887 | $15,035-80.8% | $12,993-77.8% | $13,390-78.4% |