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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 | $33,592 | $97,732-65.6% | $83,831-59.9% | $135,380-75.2% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -16.30% | 1287.56%-1303.9pp | 850.99%-867.3pp | 519.81%-536.1pp |
| Employer contribution / active EE | $7,507 | $4,222+77.8% | $3,631+106.7% | $4,779+57.1% |
| Participant deferral / active EE | $12,553 | $4,683+168.1% | $4,082+207.5% | $5,609+123.8% |
| Admin fee / account holder | $610 | $6,675-90.9% | $5,479-88.9% | $10,828-94.4% |