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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 | $177,137 | $54,355+225.9% | $82,744+114.1% | $68,486+158.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -20.89% | -13.67%-7.2pp | 702.22%-723.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $3,481 | $2,219+56.9% | $3,008+15.7% | $2,597+34.0% |
| Participant deferral / active EE | $6,397 | $3,246+97.0% | $4,395+45.6% | $4,028+58.8% |
| Admin fee / account holder | $668 | $4,397-84.8% | $5,325-87.5% | $5,404-87.6% |