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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 | $89,655 | $209,422-57.2% | $178,503-49.8% | $158,982-43.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.23% | 188.81%-192.0pp | 151.12%-154.3pp | 302.99%-306.2pp |
| Employer contribution / active EE | $4,497 | $5,707-21.2% | $5,011-10.3% | $4,763-5.6% |
| Participant deferral / active EE | $6,830 | $5,955+14.7% | $5,202+31.3% | $5,983+14.1% |
| Admin fee / account holder | $4,508 | $17,079-73.6% | $13,987-67.8% | $11,252-59.9% |