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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 | $26,889 | $115,810-76.8% | $101,271-73.4% | $158,966-83.1% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | -4.61% | 56.15%-60.8pp | 46.48%-51.1pp | 302.95%-307.6pp |
| Employer contribution / active EE | $966 | $4,175-76.9% | $3,660-73.6% | $4,762-79.7% |
| Participant deferral / active EE | $3,129 | $4,958-36.9% | $4,371-28.4% | $5,983-47.7% |
| Admin fee / account holder | $931 | $7,248-87.2% | $5,948-84.3% | $11,250-91.7% |