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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 | $49,426 | $138,072-64.2% | $123,549-60.0% | $135,382-63.5% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -10.11% | 153.69%-163.8pp | 119.20%-129.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $1,941 | $5,152-62.3% | $4,628-58.0% | $4,779-59.4% |
| Participant deferral / active EE | $3,896 | $6,799-42.7% | $6,426-39.4% | $5,609-30.5% |
| Admin fee / account holder | $1,570 | $10,917-85.6% | $9,284-83.1% | $10,829-85.5% |