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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 | $37,301 | $138,078-73.0% | $125,363-70.2% | $134,509-72.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -43.79% | 750.49%-794.3pp | 572.15%-615.9pp | 418.13%-461.9pp |
| Employer contribution / active EE | $3,535 | $5,245-32.6% | $4,815-26.6% | $4,741-25.4% |
| Participant deferral / active EE | $12,430 | $7,800+59.4% | $7,447+66.9% | $6,400+94.2% |
| Admin fee / account holder | $2,007 | $11,566-82.6% | $10,005-79.9% | $11,427-82.4% |