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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 | $71,297 | $157,304-54.7% | $141,197-49.5% | $152,909-53.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | -2.36% | 64.34%-66.7pp | 71.41%-73.8pp | 345.46%-347.8pp |
| Employer contribution / active EE | $2,067 | $5,263-60.7% | $4,736-56.4% | $4,764-56.6% |
| Participant deferral / active EE | $3,972 | $7,111-44.1% | $6,710-40.8% | $5,851-32.1% |
| Admin fee / account holder | $16,323 | $12,126+34.6% | $10,265+59.0% | $11,601+40.7% |