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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 | $134,727 | $171,272-21.3% | $127,803+5.4% | $152,909-11.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | -4.76% | 23.54%-28.3pp | 26.14%-30.9pp | 345.46%-350.2pp |
| Employer contribution / active EE | $5,112 | $5,451-6.2% | $4,576+11.7% | $4,764+7.3% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,801 | $14,540-73.9% | $9,399-59.6% | $11,601-67.2% |