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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 | $26,951 | $138,102-80.5% | $125,381-78.5% | $134,532-80.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.88% | 750.73%-771.6pp | 572.31%-593.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $4,048 | $5,245-22.8% | $4,815-15.9% | $4,741-14.6% |
| Participant deferral / active EE | $10,829 | $7,801+38.8% | $7,448+45.4% | $6,401+69.2% |
| Admin fee / account holder | $2,877 | $11,568-75.1% | $10,007-71.3% | $11,429-74.8% |