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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 | $159,263 | $167,353-4.8% | $143,797+10.8% | $134,545+18.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.12% | 0.48%-36.6pp | -0.04%-36.1pp | 418.37%-454.5pp |
| Employer contribution / active EE | $3,995 | $5,620-28.9% | $4,952-19.3% | $4,742-15.7% |
| Participant deferral / active EE | $11,257 | $6,447+74.6% | $5,638+99.7% | $6,401+75.9% |
| Admin fee / account holder | $5,307 | $18,096-70.7% | $14,679-63.8% | $11,431-53.6% |