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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 | $199,843 | $165,351+20.9% | $149,710+33.5% | $158,931+25.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.58% | 348.19%-348.8pp | 276.63%-277.2pp | 302.86%-303.4pp |
| Employer contribution / active EE | $3,281 | $5,103-35.7% | $4,645-29.4% | $4,761-31.1% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6,638 | $10,807-38.6% | $9,309-28.7% | $11,247-41.0% |