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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 | $58,436 | $138,075-57.7% | $123,552-52.7% | $135,379-56.8% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -9.24% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,927 | $5,152-43.2% | $4,628-36.7% | $4,779-38.7% |
| Participant deferral / active EE | $6,828 | $6,800+0.4% | $6,426+6.3% | $5,609+21.7% |
| Admin fee / account holder | $303 | $10,917-97.2% | $9,285-96.7% | $10,828-97.2% |