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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 | $17,620 | $82,630-78.7% | $64,105-72.5% | $125,389-85.9% |
| Participation rate | 72.2% | 75.9%-3.6pp | 68.2%+4.1pp | 83.2%-11.0pp |
| Annual return | -4.48% | 1489.72%-1494.2pp | 791.24%-795.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,530 | $2,671-42.7% | $1,820-15.9% | $4,866-68.6% |
| Participant deferral / active EE | $3,198 | $3,608-11.4% | $2,822+13.3% | $5,352-40.2% |
| Admin fee / account holder | $1,228 | $6,382-80.8% | $4,499-72.7% | $9,541-87.1% |