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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 | $144,971 | $150,447-3.6% | $136,298+6.4% | $147,586-1.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.28% | 1049.15%-1047.9pp | 5156.27%-5155.0pp | 578.59%-577.3pp |
| Employer contribution / active EE | $2,667 | $5,256-49.3% | $4,696-43.2% | $4,876-45.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,236 | $10,906-6.1% | $9,244+10.7% | $10,886-6.0% |