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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 | $92,448 | $99,644-7.2% | $86,438+7.0% | $134,532-31.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.62% | 6787.26%-6809.9pp | 4397.19%-4419.8pp | 418.27%-440.9pp |
| Employer contribution / active EE | $22,310 | $4,402+406.8% | $3,769+491.9% | $4,741+370.6% |
| Participant deferral / active EE | $11,263 | $7,247+55.4% | $6,952+62.0% | $6,401+76.0% |
| Admin fee / account holder | $721 | $8,375-91.4% | $6,733-89.3% | $11,429-93.7% |