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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 | $55,998 | $159,978-65.0% | $147,041-61.9% | $145,978-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.32% | 98.36%-92.0pp | 419.21%-412.9pp | 550.52%-544.2pp |
| Employer contribution / active EE | $10,097 | $5,288+90.9% | $4,935+104.6% | $4,662+116.6% |
| Participant deferral / active EE | $11,881 | $8,429+41.0% | $8,071+47.2% | $6,690+77.6% |
| Admin fee / account holder | $6,670 | $15,053-55.7% | $13,006-48.7% | $13,400-50.2% |