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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 | $20,156 | $95,975-79.0% | $74,549-73.0% | $135,379-85.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -10.53% | 56.96%-67.5pp | 32.53%-43.1pp | 519.79%-530.3pp |
| Employer contribution / active EE | $6,421 | $2,716+136.4% | $1,961+227.4% | $4,779+34.4% |
| Participant deferral / active EE | $5,883 | $3,844+53.1% | $3,108+89.3% | $5,609+4.9% |
| Admin fee / account holder | $491 | $6,522-92.5% | $5,059-90.3% | $10,828-95.5% |