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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 | $27,636 | $106,557-74.1% | $91,227-69.7% | $134,545-79.5% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -22.03% | 160.81%-182.8pp | 114.14%-136.2pp | 418.37%-440.4pp |
| Employer contribution / active EE | $1,382 | $3,332-58.5% | $2,851-51.5% | $4,742-70.8% |
| Participant deferral / active EE | $2,545 | $4,719-46.1% | $4,234-39.9% | $6,401-60.2% |
| Admin fee / account holder | $679 | $6,235-89.1% | $5,423-87.5% | $11,431-94.1% |