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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 | $49,563 | $165,381-70.0% | $149,730-66.9% | $158,966-68.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.63% | 348.29%-351.9pp | 276.70%-280.3pp | 302.95%-306.6pp |
| Employer contribution / active EE | $12,076 | $5,104+136.6% | $4,645+160.0% | $4,762+153.6% |
| Participant deferral / active EE | $5,775 | $7,182-19.6% | $6,843-15.6% | $5,983-3.5% |
| Admin fee / account holder | $23,689 | $10,809+119.1% | $9,310+154.4% | $11,250+110.6% |