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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 | $21,533 | $105,866-79.7% | $90,766-76.3% | $134,545-84.0% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -420.72% | -10.99%-409.7pp | -12.16%-408.6pp | 418.37%-839.1pp |
| Employer contribution / active EE | $1,249 | $3,464-63.9% | $2,922-57.2% | $4,742-73.7% |
| Participant deferral / active EE | $19,658 | $5,217+276.8% | $4,565+330.6% | $6,401+207.1% |
| Admin fee / account holder | $5,078 | $13,938-63.6% | $8,446-39.9% | $11,431-55.6% |