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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 | $55,863 | $91,525-39.0% | $130,026-57.0% | $75,181-25.7% |
| Participation rate | 71.4% | 71.4%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 9.20% | -631.40%+640.6pp | -137.26%+146.5pp | 160.69%-151.5pp |
| Employer contribution / active EE | $3,204 | $2,844+12.6% | $4,321-25.9% | $2,671+20.0% |
| Participant deferral / active EE | $4,746 | $4,342+9.3% | $5,821-18.5% | $4,126+15.0% |
| Admin fee / account holder | $22,239 | $6,778+228.1% | $10,608+109.6% | $5,650+293.6% |