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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 | $221,417 | $190,879+16.0% | $160,009+38.4% | $134,532+64.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -33.31% | 552.63%-585.9pp | 408.85%-442.2pp | 418.27%-451.6pp |
| Employer contribution / active EE | $1,710 | $4,995-65.8% | $4,225-59.5% | $4,741-63.9% |
| Participant deferral / active EE | $4,275 | $6,924-38.3% | $6,183-30.9% | $6,401-33.2% |
| Admin fee / account holder | $818 | $10,495-92.2% | $8,715-90.6% | $11,429-92.8% |