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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 | $101,079 | $190,879-47.0% | $160,009-36.8% | $134,532-24.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -21.19% | 552.63%-573.8pp | 408.85%-430.0pp | 418.27%-439.5pp |
| Employer contribution / active EE | $5,431 | $4,995+8.7% | $4,225+28.5% | $4,741+14.6% |
| Participant deferral / active EE | $7,495 | $6,924+8.2% | $6,183+21.2% | $6,401+17.1% |
| Admin fee / account holder | $4,062 | $10,495-61.3% | $8,715-53.4% | $11,429-64.5% |