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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 | $113,124 | $160,028-29.3% | $147,080-23.1% | $145,884-22.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 98.60%-89.0pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $3,544 | $5,286-33.0% | $4,933-28.2% | $4,662-24.0% |
| Participant deferral / active EE | $14,812 | $8,422+75.9% | $8,066+83.6% | $6,690+121.4% |
| Admin fee / account holder | $93,535 | $15,030+522.3% | $12,989+620.1% | $13,392+598.4% |