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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 | $135,591 | $167,353-19.0% | $143,797-5.7% | $134,545+0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.76% | 0.48%-21.2pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $6,464 | $5,620+15.0% | $4,952+30.5% | $4,742+36.3% |
| Participant deferral / active EE | $7,431 | $6,447+15.3% | $5,638+31.8% | $6,401+16.1% |
| Admin fee / account holder | $37,571 | $18,096+107.6% | $14,679+155.9% | $11,431+228.7% |