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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 | $123,183 | $121,677+1.2% | $104,625+17.7% | $158,966-22.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -2.83% | 465.58%-468.4pp | 340.60%-343.4pp | 302.95%-305.8pp |
| Employer contribution / active EE | $10,136 | $3,165+220.3% | $2,681+278.0% | $4,762+112.8% |
| Participant deferral / active EE | $11,118 | $4,175+166.3% | $3,738+197.5% | $5,983+85.8% |
| Admin fee / account holder | $1,794 | $7,777-76.9% | $6,465-72.3% | $11,250-84.1% |