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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 | $127,895 | $144,130-11.3% | $117,861+8.5% | $147,586-13.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 3.03% | 531.20%-528.2pp | 335.11%-332.1pp | 578.59%-575.6pp |
| Employer contribution / active EE | $1,339 | $4,897-72.7% | $3,786-64.6% | $4,876-72.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,339 | $10,887-87.7% | $8,021-83.3% | $10,886-87.7% |