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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 | $70,981 | $180,459-60.7% | $154,108-53.9% | $135,380-47.6% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -10.19% | 888.21%-898.4pp | 735.21%-745.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $2,092 | $6,035-65.3% | $5,298-60.5% | $4,779-56.2% |
| Participant deferral / active EE | $4,782 | $5,806-17.6% | $5,081-5.9% | $5,609-14.7% |
| Admin fee / account holder | $1,573 | $16,145-90.3% | $13,411-88.3% | $10,828-85.5% |