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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 | $162,083 | $165,399-2.0% | $149,745+8.2% | $158,982+2.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -5.41% | 348.34%-353.7pp | 276.72%-282.1pp | 302.99%-308.4pp |
| Employer contribution / active EE | $8,566 | $5,105+67.8% | $4,646+84.4% | $4,763+79.8% |
| Participant deferral / active EE | $4,267 | $7,183-40.6% | $6,843-37.6% | $5,983-28.7% |
| Admin fee / account holder | $4,138 | $10,811-61.7% | $9,312-55.6% | $11,252-63.2% |