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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 | $214,137 | $165,399+29.5% | $149,745+43.0% | $158,982+34.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.40% | 348.34%-346.9pp | 276.72%-275.3pp | 302.99%-301.6pp |
| Employer contribution / active EE | $8,574 | $5,105+68.0% | $4,646+84.6% | $4,763+80.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,534 | $10,811-85.8% | $9,312-83.5% | $11,252-86.4% |