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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 | $33,088 | $180,462-81.7% | $154,111-78.5% | $135,379-75.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -16.08% | 888.17%-904.2pp | 735.18%-751.3pp | 519.79%-535.9pp |
| Employer contribution / active EE | $1,809 | $6,036-70.0% | $5,298-65.9% | $4,779-62.2% |
| Participant deferral / active EE | $4,170 | $5,806-28.2% | $5,081-17.9% | $5,609-25.7% |
| Admin fee / account holder | $8,405 | $16,145-47.9% | $13,411-37.3% | $10,828-22.4% |