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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 | $62,271 | $97,732-36.3% | $83,831-25.7% | $135,380-54.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.71% | 1287.56%-1297.3pp | 850.99%-860.7pp | 519.81%-529.5pp |
| Employer contribution / active EE | $8,889 | $4,222+110.5% | $3,631+144.8% | $4,779+86.0% |
| Participant deferral / active EE | $1,583 | $4,683-66.2% | $4,082-61.2% | $5,609-71.8% |
| Admin fee / account holder | $952 | $6,675-85.7% | $5,479-82.6% | $10,828-91.2% |