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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 | $50,353 | $138,102-63.5% | $125,381-59.8% | $134,532-62.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.75% | 750.73%-771.5pp | 572.31%-593.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $5,988 | $5,245+14.2% | $4,815+24.4% | $4,741+26.3% |
| Participant deferral / active EE | $9,965 | $7,801+27.7% | $7,448+33.8% | $6,401+55.7% |
| Admin fee / account holder | $351 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |