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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 | $101,844 | $165,361-38.4% | $149,715-32.0% | $158,950-35.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -5.64% | 348.24%-353.9pp | 276.66%-282.3pp | 302.91%-308.5pp |
| Employer contribution / active EE | $5,871 | $5,103+15.0% | $4,645+26.4% | $4,762+23.3% |
| Participant deferral / active EE | $3,521 | $7,182-51.0% | $6,842-48.5% | $5,983-41.1% |
| Admin fee / account holder | $4,726 | $10,808-56.3% | $9,310-49.2% | $11,248-58.0% |