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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 | $17,116 | $97,732-82.5% | $83,831-79.6% | $135,380-87.4% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -25.09% | 1287.56%-1312.6pp | 850.99%-876.1pp | 519.81%-544.9pp |
| Employer contribution / active EE | $6,803 | $4,222+61.1% | $3,631+87.3% | $4,779+42.3% |
| Participant deferral / active EE | $2,606 | $4,683-44.4% | $4,082-36.2% | $5,609-53.5% |
| Admin fee / account holder | $3,246 | $6,675-51.4% | $5,479-40.8% | $10,828-70.0% |