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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 | $17,691 | $82,630-78.6% | $64,105-72.4% | $125,389-85.9% |
| Participation rate | 92.3% | 75.9%+16.5pp | 68.2%+24.1pp | 83.2%+9.1pp |
| Annual return | -4.01% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $779 | $2,671-70.8% | $1,820-57.2% | $4,866-84.0% |
| Participant deferral / active EE | $990 | $3,608-72.6% | $2,822-64.9% | $5,352-81.5% |
| Admin fee / account holder | $13,016 | $6,382+103.9% | $4,499+189.3% | $9,541+36.4% |