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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 | $26,462 | $82,630-68.0% | $64,105-58.7% | $125,389-78.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | -10.41% | 1489.72%-1500.1pp | 791.24%-801.7pp | 282.24%-292.7pp |
| Employer contribution / active EE | $7,492 | $2,671+180.5% | $1,820+311.6% | $4,866+54.0% |
| Participant deferral / active EE | $7,978 | $3,608+121.1% | $2,822+182.7% | $5,352+49.1% |
| Admin fee / account holder | $2,322 | $6,382-63.6% | $4,499-48.4% | $9,541-75.7% |