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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 | $50,049 | $129,960-61.5% | $104,299-52.0% | $134,545-62.8% |
| Participation rate | 70.0% | 79.5%-9.5pp | 73.3%-3.3pp | 81.2%-11.2pp |
| Annual return | -21.92% | 42.06%-64.0pp | 24.62%-46.5pp | 418.37%-440.3pp |
| Employer contribution / active EE | $3,101 | $4,186-25.9% | $3,373-8.1% | $4,742-34.6% |
| Participant deferral / active EE | $10,792 | $5,589+93.1% | $4,626+133.3% | $6,401+68.6% |
| Admin fee / account holder | $2,690 | $9,324-71.1% | $7,339-63.3% | $11,431-76.5% |