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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 | $172,131 | $165,399+4.1% | $149,745+14.9% | $158,982+8.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -5.10% | 348.34%-353.4pp | 276.72%-281.8pp | 302.99%-308.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,400 | $7,183-66.6% | $6,843-64.9% | $5,983-59.9% |
| Admin fee / account holder | $200,899 | $10,811+1758.3% | $9,312+2057.5% | $11,252+1685.5% |