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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 | $42,450 | $180,459-76.5% | $154,108-72.5% | $135,380-68.6% |
| Participation rate | 82.6% | 87.4%-4.8pp | 83.0%-0.4pp | 82.6%0pp |
| Annual return | -13.41% | 888.21%-901.6pp | 735.21%-748.6pp | 519.81%-533.2pp |
| Employer contribution / active EE | $4,913 | $6,035-18.6% | $5,298-7.3% | $4,779+2.8% |
| Participant deferral / active EE | $2,517 | $5,806-56.7% | $5,081-50.5% | $5,609-55.1% |
| Admin fee / account holder | $3,135 | $16,145-80.6% | $13,411-76.6% | $10,828-71.1% |