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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 | $54,357+225.9% | $82,706+114.2% | $68,495+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 | 701.76%-722.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $3,481 | $2,218+56.9% | $3,007+15.7% | $2,596+34.0% |
| Participant deferral / active EE | $6,397 | $3,246+97.0% | $4,394+45.6% | $4,028+58.8% |
| Admin fee / account holder | $668 | $4,396-84.8% | $5,329-87.5% | $5,403-87.6% |