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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 | $22,949 | $138,076-83.4% | $123,553-81.4% | $135,380-83.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -9.51% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $2,030 | $5,152-60.6% | $4,628-56.1% | $4,779-57.5% |
| Participant deferral / active EE | $4,686 | $6,800-31.1% | $6,426-27.1% | $5,609-16.5% |
| Admin fee / account holder | $3,126 | $10,917-71.4% | $9,284-66.3% | $10,828-71.1% |