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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 | $116,810 | $109,411+6.8% | $89,435+30.6% | $158,982-26.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.16% | 345.68%-345.5pp | 245.55%-245.4pp | 302.99%-302.8pp |
| Employer contribution / active EE | $573 | $3,173-81.9% | $2,587-77.8% | $4,763-88.0% |
| Participant deferral / active EE | $2,293 | $4,600-50.2% | $3,890-41.1% | $5,983-61.7% |
| Admin fee / account holder | $13,713 | $6,159+122.7% | $4,884+180.8% | $11,252+21.9% |