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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 | $61,572 | $138,114-55.4% | $125,391-50.9% | $134,545-54.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -22.37% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $2,084 | $5,246-60.3% | $4,816-56.7% | $4,742-56.1% |
| Participant deferral / active EE | $4,337 | $7,801-44.4% | $7,448-41.8% | $6,401-32.2% |
| Admin fee / account holder | $4,141 | $11,570-64.2% | $10,009-58.6% | $11,431-63.8% |