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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 | $205,379 | $165,399+24.2% | $149,745+37.2% | $158,982+29.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.09% | 348.34%-350.4pp | 276.72%-278.8pp | 302.99%-305.1pp |
| Employer contribution / active EE | $3,943 | $5,105-22.8% | $4,646-15.1% | $4,763-17.2% |
| Participant deferral / active EE | $5,000 | $7,183-30.4% | $6,843-26.9% | $5,983-16.4% |
| Admin fee / account holder | $5,000 | $10,811-53.8% | $9,312-46.3% | $11,252-55.6% |