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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 | $146,235 | $157,304-7.0% | $141,197+3.6% | $152,909-4.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -7.75% | 64.34%-72.1pp | 71.41%-79.2pp | 345.46%-353.2pp |
| Employer contribution / active EE | $34,783 | $5,263+560.9% | $4,736+634.4% | $4,764+630.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,009 | $12,126-58.7% | $10,265-51.2% | $11,601-56.8% |