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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 | $30,608 | $160,059-80.9% | $140,019-78.1% | $135,379-77.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -12.79% | 911.44%-924.2pp | 651.15%-663.9pp | 519.79%-532.6pp |
| Employer contribution / active EE | $2,732 | $6,420-57.4% | $5,605-51.3% | $4,779-42.8% |
| Participant deferral / active EE | $16,274 | $7,641+113.0% | $6,927+134.9% | $5,609+190.1% |
| Admin fee / account holder | $1,513 | $13,328-88.7% | $10,705-85.9% | $10,828-86.0% |