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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 | $49,314 | $138,114-64.3% | $125,391-60.7% | $134,545-63.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -22.13% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $3,589 | $5,246-31.6% | $4,816-25.5% | $4,742-24.3% |
| Participant deferral / active EE | $9,723 | $7,801+24.6% | $7,448+30.5% | $6,401+51.9% |
| Admin fee / account holder | $21,009 | $11,570+81.6% | $10,009+109.9% | $11,431+83.8% |