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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 | $2,011 | $70,366-97.1% | $66,674-97.0% | $138,895-98.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | -22.68% | 386.41%-409.1pp | 321.24%-343.9pp | 145.39%-168.1pp |
| Employer contribution / active EE | $1,463 | $2,765-47.1% | $2,620-44.2% | $4,194-65.1% |
| Participant deferral / active EE | $1,889 | $4,374-56.8% | $4,084-53.7% | $6,396-70.5% |
| Admin fee / account holder | $2,739 | $5,262-48.0% | $5,098-46.3% | $12,562-78.2% |