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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 | $172,721 | $113,941+51.6% | $94,229+83.3% | $125,389+37.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.08% | 5.29%-9.4pp | 10.68%-14.8pp | 282.24%-286.3pp |
| Employer contribution / active EE | $17,133 | $4,727+262.4% | $3,587+377.7% | $4,866+252.1% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,597 | $8,392-81.0% | $6,269-74.5% | $9,541-83.3% |