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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 | $199,432 | $97,761+104.0% | $83,850+137.8% | $135,382+47.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.33% | 1287.44%-1297.8pp | 850.92%-861.3pp | 519.77%-530.1pp |
| Employer contribution / active EE | $6,888 | $4,222+63.1% | $3,631+89.7% | $4,779+44.1% |
| Participant deferral / active EE | $10,150 | $4,682+116.8% | $4,082+148.7% | $5,609+81.0% |
| Admin fee / account holder | $1,369 | $6,674-79.5% | $5,478-75.0% | $10,829-87.4% |