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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 | $146,996 | $154,365-4.8% | $130,231+12.9% | $139,456+5.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | -12.41% | 30.34%-42.7pp | 38.77%-51.2pp | 373.45%-385.9pp |
| Employer contribution / active EE | $5,556 | $5,170+7.5% | $4,126+34.7% | $4,753+16.9% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $25,543 | $9,214+177.2% | $6,020+324.3% | $11,407+123.9% |