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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 | $66,976 | $134,001-50.0% | $112,258-40.3% | $134,509-50.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -21.10% | 47.15%-68.2pp | 27.47%-48.6pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,898 | $4,039-28.3% | $3,636-20.3% | $4,741-38.9% |
| Participant deferral / active EE | $6,666 | $5,291+26.0% | $4,728+41.0% | $6,400+4.1% |
| Admin fee / account holder | $1,969 | $7,491-73.7% | $6,411-69.3% | $11,427-82.8% |