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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 | $23,143 | $138,102-83.2% | $125,381-81.5% | $134,532-82.8% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -25.19% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $4,069 | $5,245-22.4% | $4,815-15.5% | $4,741-14.2% |
| Participant deferral / active EE | $12,077 | $7,801+54.8% | $7,448+62.2% | $6,401+88.7% |
| Admin fee / account holder | $406 | $11,568-96.5% | $10,007-95.9% | $11,429-96.4% |