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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 | $24,754 | $138,114-82.1% | $125,391-80.3% | $134,545-81.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -31.82% | 750.88%-782.7pp | 572.41%-604.2pp | 418.37%-450.2pp |
| Employer contribution / active EE | $7,957 | $5,246+51.7% | $4,816+65.2% | $4,742+67.8% |
| Participant deferral / active EE | $13,190 | $7,801+69.1% | $7,448+77.1% | $6,401+106.0% |
| Admin fee / account holder | $2,077 | $11,570-82.1% | $10,009-79.3% | $11,431-81.8% |