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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 | $180,246 | $171,867+4.9% | $149,721+20.4% | $147,586+22.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -1.65% | 2113.36%-2115.0pp | 1501.67%-1503.3pp | 578.59%-580.2pp |
| Employer contribution / active EE | $5,057 | $6,275-19.4% | $5,444-7.1% | $4,876+3.7% |
| Participant deferral / active EE | $4,000 | $7,270-45.0% | $6,568-39.1% | $5,439-26.5% |
| Admin fee / account holder | $19,030 | $13,799+37.9% | $11,282+68.7% | $10,886+74.8% |