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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 | $14,411 | $90,617-84.1% | $79,476-81.9% | $135,382-89.4% |
| Participation rate | 75.0% | 76.1%-1.1pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -10.41% | 977.57%-988.0pp | 718.21%-728.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $3,285 | $3,068+7.1% | $2,800+17.3% | $4,779-31.3% |
| Participant deferral / active EE | $2,658 | $4,050-34.4% | $3,704-28.3% | $5,609-52.6% |
| Admin fee / account holder | $1,003 | $5,907-83.0% | $5,113-80.4% | $10,829-90.7% |