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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 | $113,319 | $144,130-21.4% | $117,861-3.9% | $147,586-23.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.60% | 531.20%-530.6pp | 335.11%-334.5pp | 578.59%-578.0pp |
| Employer contribution / active EE | $5,731 | $4,897+17.0% | $3,786+51.4% | $4,876+17.5% |
| Participant deferral / active EE | $16,151 | $5,316+203.8% | $4,482+260.4% | $5,439+197.0% |
| Admin fee / account holder | $2,142 | $10,887-80.3% | $8,021-73.3% | $10,886-80.3% |