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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 | $108,759 | $160,040-32.0% | $147,096-26.1% | $145,877-25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.64% | 98.49%-89.9pp | 419.75%-411.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $16,658 | $5,289+214.9% | $4,936+237.5% | $4,663+257.2% |
| Participant deferral / active EE | $10,250 | $8,429+21.6% | $8,071+27.0% | $6,691+53.2% |
| Admin fee / account holder | $5,815 | $15,050-61.4% | $13,005-55.3% | $13,402-56.6% |