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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 | $226,687 | $228,395-0.7% | $185,861+22.0% | $158,982+42.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -5.40% | 40.82%-46.2pp | 35.96%-41.4pp | 302.99%-308.4pp |
| Employer contribution / active EE | $5,500 | $4,968+10.7% | $4,088+34.5% | $4,763+15.5% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,893 | $11,869-75.6% | $9,503-69.6% | $11,252-74.3% |