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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 | $22,989 | $138,075-83.4% | $123,552-81.4% | $135,379-83.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -17.73% | 153.70%-171.4pp | 119.20%-136.9pp | 519.79%-537.5pp |
| Employer contribution / active EE | $5,328 | $5,152+3.4% | $4,628+15.1% | $4,779+11.5% |
| Participant deferral / active EE | $12,560 | $6,800+84.7% | $6,426+95.5% | $5,609+123.9% |
| Admin fee / account holder | $13,153 | $10,917+20.5% | $9,285+41.7% | $10,828+21.5% |