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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 | $28,464 | $97,732-70.9% | $83,831-66.0% | $135,380-79.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.34% | 1287.56%-1297.9pp | 850.99%-861.3pp | 519.81%-530.1pp |
| Employer contribution / active EE | $2,329 | $4,222-44.8% | $3,631-35.9% | $4,779-51.3% |
| Participant deferral / active EE | $7,755 | $4,683+65.6% | $4,082+90.0% | $5,609+38.3% |
| Admin fee / account holder | $3,623 | $6,675-45.7% | $5,479-33.9% | $10,828-66.5% |