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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 | $92,684-57.1% | $82,706-52.0% | $134,509-70.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -21.16% | 945.84%-967.0pp | 701.76%-722.9pp | 418.13%-439.3pp |
| Employer contribution / active EE | $3,514 | $3,272+7.4% | $3,007+16.9% | $4,741-25.9% |
| Participant deferral / active EE | $3,753 | $4,800-21.8% | $4,394-14.6% | $6,400-41.4% |
| Admin fee / account holder | $5,229 | $5,982-12.6% | $5,329-1.9% | $11,427-54.2% |