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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 | $143,916 | $202,342-28.9% | $172,752-16.7% | $152,897-5.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -0.77% | 1029.83%-1030.6pp | 802.97%-803.7pp | 345.43%-346.2pp |
| Employer contribution / active EE | $2,818 | $5,858-51.9% | $5,144-45.2% | $4,764-40.8% |
| Participant deferral / active EE | $10,118 | $5,948+70.1% | $5,198+94.7% | $5,851+72.9% |
| Admin fee / account holder | $3,564 | $17,111-79.2% | $13,955-74.5% | $11,599-69.3% |