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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 | $104,042 | $99,031+5.1% | $86,597+20.1% | $147,585-29.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -0.87% | 1312.56%-1313.4pp | 964.96%-965.8pp | 578.57%-579.4pp |
| Employer contribution / active EE | $1,964 | $3,132-37.3% | $2,840-30.8% | $4,876-59.7% |
| Participant deferral / active EE | $10,649 | $3,972+168.1% | $3,609+195.1% | $5,439+95.8% |
| Admin fee / account holder | $14,453 | $5,711+153.1% | $4,906+194.6% | $10,885+32.8% |