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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 | $144,466 | $142,409+1.4% | $119,634+20.8% | $134,545+7.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.36% | -12.46%-7.9pp | -14.98%-5.4pp | 418.37%-438.7pp |
| Employer contribution / active EE | $8,459 | $5,224+61.9% | $4,232+99.9% | $4,742+78.4% |
| Participant deferral / active EE | $12,031 | $6,468+86.0% | $5,601+114.8% | $6,401+87.9% |
| Admin fee / account holder | $2,649 | $13,594-80.5% | $10,329-74.4% | $11,431-76.8% |