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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 | $22,010 | $138,075-84.1% | $123,552-82.2% | $135,379-83.7% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -10.24% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $2,076 | $5,152-59.7% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $5,408 | $6,800-20.5% | $6,426-15.8% | $5,609-3.6% |
| Admin fee / account holder | $652 | $10,917-94.0% | $9,285-93.0% | $10,828-94.0% |