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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 | $94,357 | $159,934-41.0% | $147,005-35.8% | $145,959-35.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.17% | 98.24%-90.1pp | 418.76%-410.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $25,596 | $5,287+384.1% | $4,934+418.7% | $4,661+449.2% |
| Participant deferral / active EE | $11,800 | $8,427+40.0% | $8,070+46.2% | $6,689+76.4% |
| Admin fee / account holder | $391 | $15,053-97.4% | $13,006-97.0% | $13,398-97.1% |