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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 | $169,459 | $154,193+9.9% | $130,045+30.3% | $139,466+21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.65% | 32.51%-26.9pp | -137.30%+143.0pp | 373.66%-368.0pp |
| Employer contribution / active EE | $1,429 | $5,292-73.0% | $4,321-66.9% | $4,754-69.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $27,678 | $13,989+97.9% | $10,600+161.1% | $11,409+142.6% |