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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 | $53,400 | $138,075-61.3% | $123,552-56.8% | $135,379-60.6% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -10.50% | 153.70%-164.2pp | 119.20%-129.7pp | 519.79%-530.3pp |
| Employer contribution / active EE | $2,192 | $5,152-57.4% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $9,981 | $6,800+46.8% | $6,426+55.3% | $5,609+78.0% |
| Admin fee / account holder | $3,671 | $10,917-66.4% | $9,285-60.5% | $10,828-66.1% |