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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 | $84,918 | $159,978-46.9% | $147,041-42.2% | $145,978-41.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.27% | 98.36%-91.1pp | 419.21%-411.9pp | 550.52%-543.3pp |
| Employer contribution / active EE | $2,995 | $5,288-43.4% | $4,935-39.3% | $4,662-35.8% |
| Participant deferral / active EE | $16,668 | $8,429+97.7% | $8,071+106.5% | $6,690+149.2% |
| Admin fee / account holder | $705 | $15,053-95.3% | $13,006-94.6% | $13,400-94.7% |