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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 | $33,284 | $160,028-79.2% | $147,080-77.4% | $145,884-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.07% | 98.60%-90.5pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $5,410 | $5,286+2.4% | $4,933+9.7% | $4,662+16.0% |
| Participant deferral / active EE | $8,771 | $8,422+4.1% | $8,066+8.7% | $6,690+31.1% |
| Admin fee / account holder | $155,018 | $15,030+931.4% | $12,989+1093.5% | $13,392+1057.6% |