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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 | $12,892 | $92,743-86.1% | $82,744-84.4% | $134,532-90.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -21.53% | 946.63%-968.2pp | 702.22%-723.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,614 | $3,273-20.1% | $3,008-13.1% | $4,741-44.9% |
| Participant deferral / active EE | $4,907 | $4,802+2.2% | $4,395+11.7% | $6,401-23.3% |
| Admin fee / account holder | $2,504 | $5,977-58.1% | $5,325-53.0% | $11,429-78.1% |