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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 | $42,027 | $168,636-75.1% | $147,618-71.5% | $125,388-66.5% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -5.97% | 77.65%-83.6pp | 61.98%-67.9pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,410 | $6,252-77.5% | $5,565-74.7% | $4,866-71.0% |
| Participant deferral / active EE | $4,496 | $5,507-18.4% | $4,895-8.2% | $5,352-16.0% |
| Admin fee / account holder | $12,161 | $13,580-10.4% | $11,612+4.7% | $9,541+27.5% |