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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 | $227,460 | $144,130+57.8% | $117,860+93.0% | $147,585+54.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.07% | 531.20%-529.1pp | 335.10%-333.0pp | 578.58%-576.5pp |
| Employer contribution / active EE | $5,970 | $4,897+21.9% | $3,786+57.7% | $4,876+22.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,742 | $10,887-38.1% | $8,021-15.9% | $10,886-38.1% |