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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 | $84,845 | $217,432-61.0% | $185,849-54.3% | $167,536-49.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -1.32% | 148.42%-149.7pp | 122.10%-123.4pp | 478.82%-480.1pp |
| Employer contribution / active EE | $20,164 | $5,875+243.2% | $5,169+290.1% | $4,839+316.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,008 | $19,818-94.9% | $16,244-93.8% | $12,315-91.8% |