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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 | $100,395 | $197,819-49.2% | $155,789-35.6% | $125,389-19.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.63% | 86.73%-92.4pp | 71.54%-77.2pp | 282.24%-287.9pp |
| Employer contribution / active EE | $3,184 | $4,850-34.4% | $3,839-17.0% | $4,866-34.6% |
| Participant deferral / active EE | $5,371 | $5,631-4.6% | $4,798+12.0% | $5,352+0.4% |
| Admin fee / account holder | $733 | $9,544-92.3% | $7,477-90.2% | $9,541-92.3% |