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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 | $84,627 | $138,075-38.7% | $123,552-31.5% | $135,379-37.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.21% | 153.70%-165.9pp | 119.20%-131.4pp | 519.79%-532.0pp |
| Employer contribution / active EE | $4,199 | $5,152-18.5% | $4,628-9.3% | $4,779-12.1% |
| Participant deferral / active EE | $4,020 | $6,800-40.9% | $6,426-37.4% | $5,609-28.3% |
| Admin fee / account holder | $915 | $10,917-91.6% | $9,285-90.1% | $10,828-91.6% |