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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 | $191,286 | $209,847-8.8% | $189,520+0.9% | $167,518+14.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.62% | 748.45%-747.8pp | 555.25%-554.6pp | 478.71%-478.1pp |
| Employer contribution / active EE | $10,036 | $6,913+45.2% | $6,161+62.9% | $4,838+107.4% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,383,849 | $14,295+9580.5% | $12,046+11388.1% | $12,312+11139.4% |