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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 | $42,649 | $138,102-69.1% | $125,381-66.0% | $134,532-68.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.39% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $2,487 | $5,245-52.6% | $4,815-48.4% | $4,741-47.6% |
| Participant deferral / active EE | $4,587 | $7,801-41.2% | $7,448-38.4% | $6,401-28.3% |
| Admin fee / account holder | $8,227 | $11,568-28.9% | $10,007-17.8% | $11,429-28.0% |