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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 | $50,928 | $165,381-69.2% | $149,730-66.0% | $158,966-68.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | -8.79% | 348.29%-357.1pp | 276.70%-285.5pp | 302.95%-311.7pp |
| Employer contribution / active EE | $3,447 | $5,104-32.5% | $4,645-25.8% | $4,762-27.6% |
| Participant deferral / active EE | $5,532 | $7,182-23.0% | $6,843-19.1% | $5,983-7.5% |
| Admin fee / account holder | $22,246 | $10,809+105.8% | $9,310+138.9% | $11,250+97.7% |