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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 | $52,950 | $138,114-61.7% | $125,391-57.8% | $134,545-60.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.20% | 750.88%-773.1pp | 572.41%-594.6pp | 418.37%-440.6pp |
| Employer contribution / active EE | $3,787 | $5,246-27.8% | $4,816-21.4% | $4,742-20.1% |
| Participant deferral / active EE | $10,615 | $7,801+36.1% | $7,448+42.5% | $6,401+65.8% |
| Admin fee / account holder | $2,201 | $11,570-81.0% | $10,009-78.0% | $11,431-80.7% |