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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 | $70,714 | $165,381-57.2% | $149,730-52.8% | $158,966-55.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.09% | 348.29%-351.4pp | 276.70%-279.8pp | 302.95%-306.0pp |
| Employer contribution / active EE | $1,463 | $5,104-71.3% | $4,645-68.5% | $4,762-69.3% |
| Participant deferral / active EE | $5,478 | $7,182-23.7% | $6,843-19.9% | $5,983-8.4% |
| Admin fee / account holder | $94,468 | $10,809+773.9% | $9,310+914.6% | $11,250+739.7% |