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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 | $121,435 | $142,361-14.7% | $119,608+1.5% | $134,509-9.7% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -20.20% | -12.46%-7.7pp | -14.98%-5.2pp | 418.13%-438.3pp |
| Employer contribution / active EE | $4,732 | $5,224-9.4% | $4,232+11.8% | $4,741-0.2% |
| Participant deferral / active EE | $8,443 | $6,468+30.5% | $5,601+50.7% | $6,400+31.9% |
| Admin fee / account holder | $1,239 | $13,588-90.9% | $10,326-88.0% | $11,427-89.2% |