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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 | $39,724 | $92,743-57.2% | $82,744-52.0% | $134,532-70.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -21.16% | 946.63%-967.8pp | 702.22%-723.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $3,514 | $3,273+7.4% | $3,008+16.8% | $4,741-25.9% |
| Participant deferral / active EE | $3,753 | $4,802-21.8% | $4,395-14.6% | $6,401-41.4% |
| Admin fee / account holder | $5,229 | $5,977-12.5% | $5,325-1.8% | $11,429-54.2% |