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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 | $80,034 | $180,459-55.6% | $154,108-48.1% | $135,380-40.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -9.69% | 888.21%-897.9pp | 735.21%-744.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,541 | $6,035-74.5% | $5,298-70.9% | $4,779-67.8% |
| Participant deferral / active EE | $3,428 | $5,806-41.0% | $5,081-32.5% | $5,609-38.9% |
| Admin fee / account holder | $3,532 | $16,145-78.1% | $13,411-73.7% | $10,828-67.4% |