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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 | $22,458 | $72,465-69.0% | $67,575-66.8% | $145,884-84.6% |
| Participation rate | 78.6% | 76.9%+1.7pp | 72.9%+5.7pp | 80.3%-1.7pp |
| Annual return | -2.00% | 7222.56%-7224.6pp | 3528.98%-3531.0pp | 551.85%-553.8pp |
| Employer contribution / active EE | $3,102 | $3,074+0.9% | $2,736+13.4% | $4,662-33.5% |
| Participant deferral / active EE | $2,187 | $4,786-54.3% | $4,003-45.4% | $6,690-67.3% |
| Admin fee / account holder | $5,658 | $5,515+2.6% | $3,993+41.7% | $13,392-57.7% |