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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 | $157,788 | $148,629+6.2% | $135,982+16.0% | $139,487+13.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -3.72% | 79.33%-83.0pp | 68.32%-72.0pp | 373.84%-377.6pp |
| Employer contribution / active EE | $2,152 | $5,247-59.0% | $4,859-55.7% | $4,755-54.7% |
| Participant deferral / active EE | $11,567 | $8,102+42.8% | $7,760+49.1% | $6,713+72.3% |
| Admin fee / account holder | $3,313 | $12,406-73.3% | $10,767-69.2% | $11,407-71.0% |