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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 | $191,715 | $127,296+50.6% | $109,907+74.4% | $167,536+14.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -1.51% | 22.97%-24.5pp | 29.46%-31.0pp | 478.82%-480.3pp |
| Employer contribution / active EE | $5,000 | $3,325+50.4% | $2,844+75.8% | $4,839+3.3% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,704 | $7,119+92.5% | $6,069+125.8% | $12,315+11.3% |