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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 | $43,170 | $108,897-60.4% | $100,378-57.0% | $145,877-70.4% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | -16.00% | 58.17%-74.2pp | 49.41%-65.4pp | 551.28%-567.3pp |
| Employer contribution / active EE | $3,289 | $4,420-25.6% | $3,942-16.6% | $4,663-29.5% |
| Participant deferral / active EE | $7,623 | $8,455-9.8% | $8,087-5.7% | $6,691+13.9% |
| Admin fee / account holder | $30,883 | $9,690+218.7% | $7,899+291.0% | $13,402+130.4% |