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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 | $127,589 | $112,300+13.6% | $90,223+41.4% | $125,389+1.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -15.97% | -0.57%-15.4pp | 1.31%-17.3pp | 282.24%-298.2pp |
| Employer contribution / active EE | $5,000 | $5,181-3.5% | $4,378+14.2% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,053 | $10,990-90.4% | $7,406-85.8% | $9,541-89.0% |