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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 | $24,849 | $138,102-82.0% | $125,381-80.2% | $134,532-81.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -21.33% | 750.73%-772.1pp | 572.31%-593.6pp | 418.27%-439.6pp |
| Employer contribution / active EE | $2,788 | $5,245-46.8% | $4,815-42.1% | $4,741-41.2% |
| Participant deferral / active EE | $5,277 | $7,801-32.3% | $7,448-29.1% | $6,401-17.6% |
| Admin fee / account holder | $1,159 | $11,568-90.0% | $10,007-88.4% | $11,429-89.9% |