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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 | $144,566 | $190,916-24.3% | $160,037-9.7% | $134,545+7.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.28% | 552.79%-574.1pp | 408.95%-430.2pp | 418.37%-439.7pp |
| Employer contribution / active EE | $3,271 | $4,996-34.5% | $4,226-22.6% | $4,742-31.0% |
| Participant deferral / active EE | $4,063 | $6,925-41.3% | $6,184-34.3% | $6,401-36.5% |
| Admin fee / account holder | $594 | $10,497-94.3% | $8,716-93.2% | $11,431-94.8% |