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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 | $156,580 | $168,635-7.1% | $147,617+6.1% | $125,389+24.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.34% | 77.65%-83.0pp | 61.98%-67.3pp | 282.24%-287.6pp |
| Employer contribution / active EE | $6,271 | $6,252+0.3% | $5,564+12.7% | $4,866+28.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $679 | $13,580-95.0% | $11,612-94.1% | $9,541-92.9% |