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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 | $165,399+20.8% | $149,745+33.5% | $158,982+25.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.58% | 348.34%-348.9pp | 276.72%-277.3pp | 302.99%-303.6pp |
| Employer contribution / active EE | $3,281 | $5,105-35.7% | $4,646-29.4% | $4,763-31.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,638 | $10,811-38.6% | $9,312-28.7% | $11,252-41.0% |