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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 | $139,126 | $215,361-35.4% | $171,082-18.7% | $273,972-49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -0.87% | 25.14%-26.0pp | 32.56%-33.4pp | 41.46%-42.3pp |
| Employer contribution / active EE | $6,364 | $4,967+28.1% | $4,002+59.0% | $4,869+30.7% |
| Participant deferral / active EE | $4,366 | $5,543-21.2% | $4,797-9.0% | $5,287-17.4% |
| Admin fee / account holder | $50,428 | $10,846+364.9% | $8,520+491.9% | $10,133+397.7% |