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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 | $38,071 | $92,743-59.0% | $82,744-54.0% | $134,532-71.7% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -21.86% | 946.63%-968.5pp | 702.22%-724.1pp | 418.27%-440.1pp |
| Employer contribution / active EE | $2,373 | $3,273-27.5% | $3,008-21.1% | $4,741-50.0% |
| Participant deferral / active EE | $4,425 | $4,802-7.9% | $4,395+0.7% | $6,401-30.9% |
| Admin fee / account holder | $2,336 | $5,977-60.9% | $5,325-56.1% | $11,429-79.6% |