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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 | $67,708 | $160,028-57.7% | $147,080-54.0% | $145,884-53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.83% | 98.60%-92.8pp | 420.17%-414.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $24,942 | $5,286+371.9% | $4,933+405.6% | $4,662+435.0% |
| Participant deferral / active EE | $23,000 | $8,422+173.1% | $8,066+185.1% | $6,690+243.8% |
| Admin fee / account holder | $13,102 | $15,030-12.8% | $12,989+0.9% | $13,392-2.2% |