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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 | $195,154 | $154,193+26.6% | $130,045+50.1% | $139,466+39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -1.18% | 32.51%-33.7pp | -137.30%+136.1pp | 373.66%-374.8pp |
| Employer contribution / active EE | $4,000 | $5,292-24.4% | $4,321-7.4% | $4,754-15.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,679 | $13,989-23.7% | $10,600+0.7% | $11,409-6.4% |