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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 | $8,413 | $84,551-90.1% | $61,452-86.3% | $134,532-93.7% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -57.44% | 585.39%-642.8pp | 338.96%-396.4pp | 418.27%-475.7pp |
| Employer contribution / active EE | $2,751 | $1,545+78.1% | $1,160+137.2% | $4,741-42.0% |
| Participant deferral / active EE | $3,749 | $2,818+33.0% | $2,125+76.5% | $6,401-41.4% |
| Admin fee / account holder | $1,789 | $2,587-30.8% | $2,131-16.0% | $11,429-84.3% |