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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 | $86,460 | $72,071+20.0% | $68,368+26.5% | $137,256-37.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 1.37% | 353.14%-351.8pp | 292.57%-291.2pp | 220.34%-219.0pp |
| Employer contribution / active EE | $2,750 | $2,788-1.4% | $2,649+3.8% | $4,156-33.8% |
| Participant deferral / active EE | $14,400 | $4,410+226.5% | $4,123+249.3% | $6,407+124.8% |
| Admin fee / account holder | $147,990 | $5,336+2673.7% | $5,150+2773.7% | $12,270+1106.1% |