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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 | $27,844 | $138,114-79.8% | $125,391-77.8% | $134,545-79.3% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -28.33% | 750.88%-779.2pp | 572.41%-600.7pp | 418.37%-446.7pp |
| Employer contribution / active EE | $2,924 | $5,246-44.3% | $4,816-39.3% | $4,742-38.3% |
| Participant deferral / active EE | $4,981 | $7,801-36.2% | $7,448-33.1% | $6,401-22.2% |
| Admin fee / account holder | $2,496 | $11,570-78.4% | $10,009-75.1% | $11,431-78.2% |