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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 | $30,403 | $97,729-68.9% | $83,830-63.7% | $135,379-77.5% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -11.09% | 1287.52%-1298.6pp | 850.97%-862.1pp | 519.79%-530.9pp |
| Employer contribution / active EE | $8,285 | $4,222+96.2% | $3,631+128.2% | $4,779+73.4% |
| Participant deferral / active EE | $6,496 | $4,683+38.7% | $4,082+59.1% | $5,609+15.8% |
| Admin fee / account holder | $1,485 | $6,674-77.8% | $5,479-72.9% | $10,828-86.3% |