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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 | $159,978-29.3% | $147,041-23.1% | $145,978-22.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 98.36%-88.7pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $3,544 | $5,288-33.0% | $4,935-28.2% | $4,662-24.0% |
| Participant deferral / active EE | $14,812 | $8,429+75.7% | $8,071+83.5% | $6,690+121.4% |
| Admin fee / account holder | $93,535 | $15,053+521.4% | $13,006+619.2% | $13,400+598.0% |