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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 | $38,951 | $138,072-71.8% | $123,549-68.5% | $135,382-71.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -17.47% | 153.69%-171.2pp | 119.20%-136.7pp | 519.77%-537.2pp |
| Employer contribution / active EE | $3,150 | $5,152-38.9% | $4,628-31.9% | $4,779-34.1% |
| Participant deferral / active EE | $9,389 | $6,799+38.1% | $6,426+46.1% | $5,609+67.4% |
| Admin fee / account holder | $2,692 | $10,917-75.3% | $9,284-71.0% | $10,829-75.1% |