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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 | $25,260 | $97,732-74.2% | $83,831-69.9% | $135,380-81.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -11.20% | 1287.56%-1298.8pp | 850.99%-862.2pp | 519.81%-531.0pp |
| Employer contribution / active EE | $7,218 | $4,222+71.0% | $3,631+98.8% | $4,779+51.0% |
| Participant deferral / active EE | $1,437 | $4,683-69.3% | $4,082-64.8% | $5,609-74.4% |
| Admin fee / account holder | $1,666 | $6,675-75.0% | $5,479-69.6% | $10,828-84.6% |