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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 | $83,456 | $99,647-16.2% | $86,439-3.5% | $134,509-38.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -25.58% | 6784.13%-6809.7pp | 4395.55%-4421.1pp | 418.13%-443.7pp |
| Employer contribution / active EE | $2,183 | $4,401-50.4% | $3,769-42.1% | $4,741-54.0% |
| Participant deferral / active EE | $7,608 | $7,246+5.0% | $6,952+9.4% | $6,400+18.9% |
| Admin fee / account holder | $1,030 | $8,373-87.7% | $6,732-84.7% | $11,427-91.0% |