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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 | $133,161 | $135,956-2.1% | $123,894+7.5% | $273,972-51.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.48% | 56.63%-58.1pp | 47.52%-49.0pp | 41.46%-42.9pp |
| Employer contribution / active EE | $9,194 | $5,170+77.8% | $4,617+99.1% | $4,869+88.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,540 | $9,817-74.1% | $8,357-69.6% | $10,133-74.9% |