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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 | $147,036 | $162,136-9.3% | $152,301-3.5% | $154,746-5.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 0.00% | 91.02%-91.0pp | 80.50%-80.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $8,550 | $4,890+74.8% | $4,624+84.9% | $4,379+95.2% |
| Participant deferral / active EE | $7,000 | $8,341-16.1% | $8,004-12.5% | $6,730+4.0% |
| Admin fee / account holder | $4,500 | $15,759-71.4% | $14,398-68.7% | $14,365-68.7% |