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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 | $22,655 | $97,761-76.8% | $83,850-73.0% | $135,382-83.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -17.03% | 1287.44%-1304.5pp | 850.92%-868.0pp | 519.77%-536.8pp |
| Employer contribution / active EE | $875 | $4,222-79.3% | $3,631-75.9% | $4,779-81.7% |
| Participant deferral / active EE | $8,598 | $4,682+83.6% | $4,082+110.6% | $5,609+53.3% |
| Admin fee / account holder | $814 | $6,674-87.8% | $5,478-85.1% | $10,829-92.5% |