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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 | $61,468 | $190,916-67.8% | $160,037-61.6% | $134,545-54.3% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.0%+16.5pp | 81.2%+13.2pp |
| Annual return | -24.75% | 552.79%-577.5pp | 408.95%-433.7pp | 418.37%-443.1pp |
| Employer contribution / active EE | $2,440 | $4,996-51.2% | $4,226-42.3% | $4,742-48.5% |
| Participant deferral / active EE | $5,397 | $6,925-22.1% | $6,184-12.7% | $6,401-15.7% |
| Admin fee / account holder | $591 | $10,497-94.4% | $8,716-93.2% | $11,431-94.8% |