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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 | $230,589 | $209,874+9.9% | $189,537+21.7% | $167,536+37.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.09% | 748.61%-748.5pp | 555.34%-555.2pp | 478.82%-478.7pp |
| Employer contribution / active EE | $6,000 | $6,913-13.2% | $6,161-2.6% | $4,839+24.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16,035 | $14,299+12.1% | $12,048+33.1% | $12,315+30.2% |