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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 | $20,945 | $138,075-84.8% | $123,552-83.0% | $135,379-84.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.85% | 153.70%-163.5pp | 119.20%-129.1pp | 519.79%-529.6pp |
| Employer contribution / active EE | $2,702 | $5,152-47.5% | $4,628-41.6% | $4,779-43.5% |
| Participant deferral / active EE | $5,487 | $6,800-19.3% | $6,426-14.6% | $5,609-2.2% |
| Admin fee / account holder | $4,564 | $10,917-58.2% | $9,285-50.8% | $10,828-57.9% |