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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 | $62,528 | $168,635-62.9% | $147,617-57.6% | $125,389-50.1% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -17.28% | 77.65%-94.9pp | 61.98%-79.3pp | 282.24%-299.5pp |
| Employer contribution / active EE | $1,434 | $6,252-77.1% | $5,564-74.2% | $4,866-70.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,375 | $13,580-89.9% | $11,612-88.2% | $9,541-85.6% |