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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 | $128,276 | $127,387+0.7% | $115,038+11.5% | $125,389+2.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.95% | 31.28%-38.2pp | 26.14%-33.1pp | 282.24%-289.2pp |
| Employer contribution / active EE | $9,626 | $5,166+86.3% | $4,608+108.9% | $4,866+97.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,099 | $9,516-35.9% | $8,175-25.4% | $9,541-36.1% |