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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 | $36,077 | $180,466-80.0% | $154,114-76.6% | $135,382-73.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -12.34% | 888.15%-900.5pp | 735.16%-747.5pp | 519.77%-532.1pp |
| Employer contribution / active EE | $2,221 | $6,035-63.2% | $5,298-58.1% | $4,779-53.5% |
| Participant deferral / active EE | $5,188 | $5,806-10.6% | $5,081+2.1% | $5,609-7.5% |
| Admin fee / account holder | $395 | $16,144-97.6% | $13,411-97.1% | $10,829-96.4% |