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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 | $103,551 | $180,462-42.6% | $154,111-32.8% | $135,379-23.5% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -9.68% | 888.17%-897.8pp | 735.18%-744.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,502 | $6,036-75.1% | $5,298-71.6% | $4,779-68.6% |
| Participant deferral / active EE | $9,610 | $5,806+65.5% | $5,081+89.1% | $5,609+71.3% |
| Admin fee / account holder | $4,101 | $16,145-74.6% | $13,411-69.4% | $10,828-62.1% |