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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 | $24,486 | $97,729-74.9% | $83,830-70.8% | $135,379-81.9% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -9.95% | 1287.52%-1297.5pp | 850.97%-860.9pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,554 | $4,222-63.2% | $3,631-57.2% | $4,779-67.5% |
| Participant deferral / active EE | $4,585 | $4,683-2.1% | $4,082+12.3% | $5,609-18.3% |
| Admin fee / account holder | $1,622 | $6,674-75.7% | $5,479-70.4% | $10,828-85.0% |