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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 | $179,426 | $165,399+8.5% | $149,745+19.8% | $158,982+12.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.65% | 348.34%-350.0pp | 276.72%-278.4pp | 302.99%-304.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,000 | $7,183+39.2% | $6,843+46.1% | $5,983+67.1% |
| Admin fee / account holder | $1,066 | $10,811-90.1% | $9,312-88.6% | $11,252-90.5% |