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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 | $8,720 | $92,766-90.6% | $82,763-89.5% | $134,545-93.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -21.38% | 946.97%-968.4pp | 702.45%-723.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,623 | $3,273-50.4% | $3,008-46.1% | $4,742-65.8% |
| Participant deferral / active EE | $3,131 | $4,802-34.8% | $4,395-28.8% | $6,401-51.1% |
| Admin fee / account holder | $2,191 | $5,978-63.4% | $5,325-58.9% | $11,431-80.8% |