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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 | $188,969 | $165,381+14.3% | $149,730+26.2% | $158,966+18.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.89% | 348.29%-349.2pp | 276.70%-277.6pp | 302.95%-303.8pp |
| Employer contribution / active EE | $4,444 | $5,104-12.9% | $4,645-4.3% | $4,762-6.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,833 | $10,809-73.8% | $9,310-69.6% | $11,250-74.8% |