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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 | $98,539 | $165,381-40.4% | $149,730-34.2% | $158,966-38.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -6.76% | 348.29%-355.1pp | 276.70%-283.5pp | 302.95%-309.7pp |
| Employer contribution / active EE | $4,855 | $5,104-4.9% | $4,645+4.5% | $4,762+1.9% |
| Participant deferral / active EE | $6,272 | $7,182-12.7% | $6,843-8.3% | $5,983+4.8% |
| Admin fee / account holder | $117,945 | $10,809+991.1% | $9,310+1166.8% | $11,250+948.4% |