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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 | $34,276 | $148,582-76.9% | $135,942-74.8% | $139,456-75.4% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | -54.89% | 79.26%-134.1pp | 68.28%-123.2pp | 373.45%-428.3pp |
| Employer contribution / active EE | $1,922 | $5,245-63.4% | $4,858-60.4% | $4,753-59.6% |
| Participant deferral / active EE | $6,203 | $8,101-23.4% | $7,759-20.1% | $6,711-7.6% |
| Admin fee / account holder | $3,252 | $12,402-73.8% | $10,764-69.8% | $11,407-71.5% |