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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 | $129,058 | $124,187+3.9% | $108,410+19.0% | $167,518-23.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.50% | 1379.80%-1374.3pp | 905.34%-899.8pp | 478.71%-473.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $12,720 | $6,908+84.1% | $6,562+93.8% | $6,342+100.6% |
| Admin fee / account holder | $84,226 | $9,456+790.7% | $7,296+1054.5% | $12,312+584.1% |