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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 | $116,095 | $104,577+11.0% | $76,667+51.4% | $152,909-24.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 2.07% | 1014.36%-1012.3pp | 1166.74%-1164.7pp | 345.46%-343.4pp |
| Employer contribution / active EE | $6,352 | $3,119+103.7% | $2,303+175.8% | $4,764+33.3% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,404 | $12,290-88.6% | $6,423-78.1% | $11,601-87.9% |