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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 | $102,908 | $99,079+3.9% | $78,002+31.9% | $273,972-62.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 1.19% | 217.93%-216.7pp | 425.99%-424.8pp | 41.46%-40.3pp |
| Employer contribution / active EE | $9,091 | $3,308+174.8% | $2,470+268.0% | $4,869+86.7% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,164 | $8,954-42.3% | $5,481-5.8% | $10,133-49.0% |