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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 | $33,965 | $112,131-69.7% | $95,964-64.6% | $158,982-78.6% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | -8.22% | 171.19%-179.4pp | 91.64%-99.9pp | 302.99%-311.2pp |
| Employer contribution / active EE | $1,194 | $3,199-62.7% | $2,541-53.0% | $4,763-74.9% |
| Participant deferral / active EE | $1,979 | $4,784-58.6% | $4,167-52.5% | $5,983-66.9% |
| Admin fee / account holder | $1,468 | $10,136-85.5% | $6,797-78.4% | $11,252-87.0% |