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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 | $115,318 | $144,130-20.0% | $117,860-2.2% | $147,585-21.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 1.47% | 531.20%-529.7pp | 335.10%-333.6pp | 578.58%-577.1pp |
| Employer contribution / active EE | $6,000 | $4,897+22.5% | $3,786+58.5% | $4,876+23.0% |
| Participant deferral / active EE | $6,000 | $5,316+12.9% | $4,482+33.9% | $5,439+10.3% |
| Admin fee / account holder | $77,296 | $10,887+610.0% | $8,021+863.7% | $10,886+610.1% |