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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 | $49,550 | $99,647-50.3% | $86,439-42.7% | $134,509-63.2% |
| Participation rate | 72.7% | 82.1%-9.3pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -21.34% | 6784.13%-6805.5pp | 4395.55%-4416.9pp | 418.13%-439.5pp |
| Employer contribution / active EE | $2,936 | $4,401-33.3% | $3,769-22.1% | $4,741-38.1% |
| Participant deferral / active EE | $7,911 | $7,246+9.2% | $6,952+13.8% | $6,400+23.6% |
| Admin fee / account holder | $12,297 | $8,373+46.9% | $6,732+82.7% | $11,427+7.6% |