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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 | $98,823 | $118,708-16.8% | $98,920-0.1% | $158,966-37.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -6.45% | 372.49%-378.9pp | 196.47%-202.9pp | 302.95%-309.4pp |
| Employer contribution / active EE | $1,757 | $3,334-47.3% | $2,689-34.7% | $4,762-63.1% |
| Participant deferral / active EE | $5,910 | $5,089+16.1% | $4,245+39.2% | $5,983-1.2% |
| Admin fee / account holder | $3,223 | $10,134-68.2% | $6,643-51.5% | $11,250-71.4% |