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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 | $41,817 | $92,766-54.9% | $82,763-49.5% | $134,545-68.9% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -23.43% | 946.97%-970.4pp | 702.45%-725.9pp | 418.37%-441.8pp |
| Employer contribution / active EE | $4,209 | $3,273+28.6% | $3,008+39.9% | $4,742-11.2% |
| Participant deferral / active EE | $10,677 | $4,802+122.3% | $4,395+142.9% | $6,401+66.8% |
| Admin fee / account holder | $467 | $5,978-92.2% | $5,325-91.2% | $11,431-95.9% |