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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 | $172,038 | $127,387+35.1% | $115,038+49.5% | $125,389+37.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.56% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $5,250 | $5,166+1.6% | $4,608+13.9% | $4,866+7.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $78,271 | $9,516+722.5% | $8,175+857.4% | $9,541+720.4% |