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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 | $65,115 | $138,114-52.9% | $125,391-48.1% | $134,545-51.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.20% | 750.88%-772.1pp | 572.41%-593.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,072 | $5,246-79.6% | $4,816-77.7% | $4,742-77.4% |
| Participant deferral / active EE | $2,643 | $7,801-66.1% | $7,448-64.5% | $6,401-58.7% |
| Admin fee / account holder | $5,915 | $11,570-48.9% | $10,009-40.9% | $11,431-48.2% |