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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 | $56,762 | $138,072-58.9% | $123,549-54.1% | $135,382-58.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -13.01% | 153.69%-166.7pp | 119.20%-132.2pp | 519.77%-532.8pp |
| Employer contribution / active EE | $3,419 | $5,152-33.6% | $4,628-26.1% | $4,779-28.5% |
| Participant deferral / active EE | $7,745 | $6,799+13.9% | $6,426+20.5% | $5,609+38.1% |
| Admin fee / account holder | $822 | $10,917-92.5% | $9,284-91.2% | $10,829-92.4% |