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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 | $61,097 | $138,075-55.8% | $123,552-50.5% | $135,379-54.9% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -10.64% | 153.70%-164.3pp | 119.20%-129.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $3,670 | $5,152-28.8% | $4,628-20.7% | $4,779-23.2% |
| Participant deferral / active EE | $6,966 | $6,800+2.5% | $6,426+8.4% | $5,609+24.2% |
| Admin fee / account holder | $409 | $10,917-96.3% | $9,285-95.6% | $10,828-96.2% |