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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 | $15,016 | $138,102-89.1% | $125,381-88.0% | $134,532-88.8% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -24.89% | 750.73%-775.6pp | 572.31%-597.2pp | 418.27%-443.2pp |
| Employer contribution / active EE | $2,576 | $5,245-50.9% | $4,815-46.5% | $4,741-45.7% |
| Participant deferral / active EE | $6,287 | $7,801-19.4% | $7,448-15.6% | $6,401-1.8% |
| Admin fee / account holder | $500 | $11,568-95.7% | $10,007-95.0% | $11,429-95.6% |