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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 | $28,449 | $106,557-73.3% | $91,227-68.8% | $134,545-78.9% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -33.15% | 160.81%-194.0pp | 114.14%-147.3pp | 418.37%-451.5pp |
| Employer contribution / active EE | $2,651 | $3,332-20.4% | $2,851-7.0% | $4,742-44.1% |
| Participant deferral / active EE | $10,153 | $4,719+115.2% | $4,234+139.8% | $6,401+58.6% |
| Admin fee / account holder | $463 | $6,235-92.6% | $5,423-91.5% | $11,431-96.0% |