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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 | $26,283 | $138,075-81.0% | $123,552-78.7% | $135,379-80.6% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -10.33% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $2,213 | $5,152-57.1% | $4,628-52.2% | $4,779-53.7% |
| Participant deferral / active EE | $3,223 | $6,800-52.6% | $6,426-49.8% | $5,609-42.5% |
| Admin fee / account holder | $855 | $10,917-92.2% | $9,285-90.8% | $10,828-92.1% |