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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 | $222,436 | $165,381+34.5% | $149,730+48.6% | $158,966+39.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.32% | 348.29%-348.6pp | 276.70%-277.0pp | 302.95%-303.3pp |
| Employer contribution / active EE | $6,883 | $5,104+34.9% | $4,645+48.2% | $4,762+44.5% |
| Participant deferral / active EE | $2,568 | $7,182-64.2% | $6,843-62.5% | $5,983-57.1% |
| Admin fee / account holder | $51,889 | $10,809+380.0% | $9,310+457.3% | $11,250+361.2% |