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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 | $155,515 | $171,867-9.5% | $149,721+3.9% | $147,586+5.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.58% | 2113.36%-2111.8pp | 1501.67%-1500.1pp | 578.59%-577.0pp |
| Employer contribution / active EE | $20,000 | $6,275+218.7% | $5,444+267.4% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,191 | $13,799-26.1% | $11,282-9.7% | $10,886-6.4% |