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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 | $132,537 | $160,070-17.2% | $147,117-9.9% | $145,897-9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.16% | 98.69%-90.5pp | 420.54%-412.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $6,085 | $5,285+15.2% | $4,932+23.4% | $4,663+30.5% |
| Participant deferral / active EE | $17,709 | $8,419+110.3% | $8,065+119.6% | $6,689+164.7% |
| Admin fee / account holder | $67,404 | $15,035+348.3% | $12,993+418.8% | $13,390+403.4% |