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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 | $69,756 | $160,059-56.4% | $140,019-50.2% | $135,379-48.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -10.93% | 911.44%-922.4pp | 651.15%-662.1pp | 519.79%-530.7pp |
| Employer contribution / active EE | $13,389 | $6,420+108.6% | $5,605+138.9% | $4,779+180.2% |
| Participant deferral / active EE | $12,128 | $7,641+58.7% | $6,927+75.1% | $5,609+116.2% |
| Admin fee / account holder | $2,799 | $13,328-79.0% | $10,705-73.9% | $10,828-74.2% |