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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 | $65,292 | $107,941-39.5% | $91,994-29.0% | $152,897-57.3% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | -5.48% | 89.28%-94.8pp | 69.04%-74.5pp | 345.43%-350.9pp |
| Employer contribution / active EE | $2,670 | $4,212-36.6% | $3,453-22.7% | $4,764-44.0% |
| Participant deferral / active EE | $4,895 | $6,366-23.1% | $5,924-17.4% | $5,851-16.3% |
| Admin fee / account holder | $1,532 | $10,521-85.4% | $7,744-80.2% | $11,599-86.8% |