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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 | $34,831 | $138,076-74.8% | $123,553-71.8% | $135,380-74.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -13.28% | 153.70%-167.0pp | 119.21%-132.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $9,584 | $5,152+86.0% | $4,628+107.1% | $4,779+100.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $535 | $10,917-95.1% | $9,284-94.2% | $10,828-95.1% |