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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 | $109,739 | $176,105-37.7% | $159,474-31.2% | $167,536-34.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.71% | 331.91%-327.2pp | 263.68%-259.0pp | 478.82%-474.1pp |
| Employer contribution / active EE | $22,283 | $5,299+320.5% | $4,831+361.3% | $4,839+360.5% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $464 | $12,559-96.3% | $10,802-95.7% | $12,315-96.2% |