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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 | $35,232 | $168,635-79.1% | $147,617-76.1% | $125,389-71.9% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -4.60% | 77.65%-82.2pp | 61.98%-66.6pp | 282.24%-286.8pp |
| Employer contribution / active EE | $2,551 | $6,252-59.2% | $5,564-54.2% | $4,866-47.6% |
| Participant deferral / active EE | $5,464 | $5,507-0.8% | $4,895+11.6% | $5,352+2.1% |
| Admin fee / account holder | $364 | $13,580-97.3% | $11,612-96.9% | $9,541-96.2% |