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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 | $68,686 | $138,102-50.3% | $125,381-45.2% | $134,532-48.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -23.01% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $4,563 | $5,245-13.0% | $4,815-5.2% | $4,741-3.8% |
| Participant deferral / active EE | $12,856 | $7,801+64.8% | $7,448+72.6% | $6,401+100.8% |
| Admin fee / account holder | $1,590 | $11,568-86.3% | $10,007-84.1% | $11,429-86.1% |