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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 | $71,758 | $127,387-43.7% | $115,038-37.6% | $125,389-42.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.06% | 31.28%-36.3pp | 26.14%-31.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $6,562 | $5,166+27.0% | $4,608+42.4% | $4,866+34.9% |
| Participant deferral / active EE | $9,705 | $6,423+51.1% | $6,026+61.0% | $5,352+81.4% |
| Admin fee / account holder | $150,545 | $9,516+1482.0% | $8,175+1741.5% | $9,541+1477.9% |