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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 | $11,164 | $156,963-92.9% | $121,204-90.8% | $139,466-92.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | -3.47% | 1476.75%-1480.2pp | 987.18%-990.7pp | 373.66%-377.1pp |
| Employer contribution / active EE | $2,214 | $5,544-60.1% | $4,170-46.9% | $4,754-53.4% |
| Participant deferral / active EE | $2,214 | $4,848-54.3% | $4,083-45.8% | $6,712-67.0% |
| Admin fee / account holder | $716 | $6,953-89.7% | $5,651-87.3% | $11,409-93.7% |