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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 | $143,504 | $167,353-14.3% | $143,797-0.2% | $134,545+6.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.37% | 0.48%-20.8pp | -0.04%-20.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $2,010 | $5,620-64.2% | $4,952-59.4% | $4,742-57.6% |
| Participant deferral / active EE | $8,375 | $6,447+29.9% | $5,638+48.5% | $6,401+30.8% |
| Admin fee / account holder | $5,064 | $18,096-72.0% | $14,679-65.5% | $11,431-55.7% |