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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 | $49,498 | $99,668-50.3% | $86,451-42.7% | $134,545-63.2% |
| Participation rate | 72.7% | 82.1%-9.3pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -26.71% | 6789.61%-6816.3pp | 4398.51%-4425.2pp | 418.37%-445.1pp |
| Employer contribution / active EE | $3,636 | $4,403-17.4% | $3,770-3.5% | $4,742-23.3% |
| Participant deferral / active EE | $8,906 | $7,249+22.9% | $6,953+28.1% | $6,401+39.1% |
| Admin fee / account holder | $879 | $8,377-89.5% | $6,734-86.9% | $11,431-92.3% |