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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 | $40,298 | $82,630-51.2% | $64,105-37.1% | $125,389-67.9% |
| Participation rate | 72.2% | 75.9%-3.6pp | 68.2%+4.1pp | 83.2%-11.0pp |
| Annual return | -4.88% | 1489.72%-1494.6pp | 791.24%-796.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $822 | $2,671-69.2% | $1,820-54.8% | $4,866-83.1% |
| Participant deferral / active EE | $1,866 | $3,608-48.3% | $2,822-33.9% | $5,352-65.1% |
| Admin fee / account holder | $1,266 | $6,382-80.2% | $4,499-71.9% | $9,541-86.7% |