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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 | $210,049 | $82,630+154.2% | $64,105+227.7% | $125,388+67.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -13.35% | 1489.72%-1503.1pp | 791.24%-804.6pp | 282.24%-295.6pp |
| Employer contribution / active EE | $2,041 | $2,671-23.6% | $1,820+12.2% | $4,866-58.0% |
| Participant deferral / active EE | $2,177 | $3,608-39.7% | $2,822-22.9% | $5,352-59.3% |
| Admin fee / account holder | $910 | $6,382-85.7% | $4,499-79.8% | $9,541-90.5% |