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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 | $38,081 | $138,072-72.4% | $123,549-69.2% | $135,382-71.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -12.83% | 153.69%-166.5pp | 119.20%-132.0pp | 519.77%-532.6pp |
| Employer contribution / active EE | $2,070 | $5,152-59.8% | $4,628-55.3% | $4,779-56.7% |
| Participant deferral / active EE | $3,665 | $6,799-46.1% | $6,426-43.0% | $5,609-34.6% |
| Admin fee / account holder | $553 | $10,917-94.9% | $9,284-94.0% | $10,829-94.9% |