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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 | $89,843 | $135,645-33.8% | $110,243-18.5% | $135,380-33.6% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | -10.64% | 513.24%-523.9pp | 314.76%-325.4pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,639 | $4,907-66.6% | $3,827-57.2% | $4,779-65.7% |
| Participant deferral / active EE | $3,386 | $5,507-38.5% | $4,672-27.5% | $5,609-39.6% |
| Admin fee / account holder | $19,926 | $11,458+73.9% | $8,548+133.1% | $10,828+84.0% |