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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 | $48,553 | $160,059-69.7% | $140,019-65.3% | $135,382-64.1% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -11.08% | 911.44%-922.5pp | 651.15%-662.2pp | 519.77%-530.8pp |
| Employer contribution / active EE | $2,894 | $6,420-54.9% | $5,605-48.4% | $4,779-39.4% |
| Participant deferral / active EE | $6,433 | $7,641-15.8% | $6,927-7.1% | $5,609+14.7% |
| Admin fee / account holder | $2,801 | $13,328-79.0% | $10,705-73.8% | $10,829-74.1% |