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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 | $158,705 | $211,946-25.1% | $169,452-6.3% | $135,379+17.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.90% | 3.26%-13.2pp | 1.83%-11.7pp | 519.79%-529.7pp |
| Employer contribution / active EE | $6,250 | $5,117+22.1% | $4,157+50.4% | $4,779+30.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,872 | $11,472-83.7% | $9,110-79.5% | $10,828-82.7% |