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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 | $66,978 | $67,372-0.6% | $60,906+10.0% | $134,532-50.2% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -20.44% | 50.05%-70.5pp | 16.94%-37.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $7,316 | $3,099+136.0% | $2,703+170.6% | $4,741+54.3% |
| Participant deferral / active EE | $5,866 | $4,532+29.4% | $3,814+53.8% | $6,401-8.4% |
| Admin fee / account holder | $12,146 | $4,588+164.7% | $3,227+276.4% | $11,429+6.3% |